Settings

Configure the workspace, team, and operating rules.

Profile

Your account details and display name.

Team

Members and current case load.

  • AM

    Alex Morgan

    Operations Specialist

    6 active
  • JS

    Jordan Smith

    Document Coordinator

    4 active
  • JL

    Jamie Lee

    Intake Coordinator

    3 active

Workflow Settings

Rules applied automatically at every stage change.

  • Require next action before advancing
  • Block advancing with open blocking tasks
  • Auto-create follow-up task when waiting on client
  • Allow reopening completed cases

Notification Preferences

What reaches you, and how often.

  • Case assigned to me

    Immediate

  • Task due today

    Daily digest at 8:00 AM

  • Client response received

    Immediate

  • Weekly operations summary

    Mondays

Template Management

Ownership and review cadence for client communications.

Active templates7
Review cadenceQuarterly
Template ownerOperations

SOP Management

Documentation health across the knowledge base.

Published SOPs6
Last reviewAug 18, 2026
Next scheduled reviewNov 18, 2026

Portfolio Demo • Fictional Data — settings are illustrative and do not persist.