Setting Firm Preferences and Regional Settings

When changes are made here by a System Administrator, the changes affect all system users.

Manage the Assignment of Subscription Tiers

1. Click on Firm Settings and select Subscription Management.
2. Click on the Assign Tier dropdown to add, remove or change access for the 4 different tiers.
3. Click Sync Users to sync the On-Premise user changes with Hybrid Cloud. The sync may take a few minutes to complete.
4. You can export full or filtered results on the page by clicking the download button. 

Provide all firm users access to Reports

1. Click on the Firm Settings tab.
2. Under General Management, click on Firm Preferences.
3. Mark the Access to reports check box.
4. Enter the URL for your firms Power BI Reports in the text box.
5. Save your changes.

Provide User Group Access to Download Contact and Activity Information

1. Click on the Firm Settings tab.
2. Under General Management, click on Firm Preferences.
3. Mark the Access to downloads check box.
4. Mark the check box in front of the user groups to whom you want to grant download access.
5. Save your changes. The download icon will now display on the Contacts and Alerts page for the appropriate user groups.

Allow Users to Select up to Fifteen Activity Types in the Contact Activities Widget

1. Click on the Firm Settings tab.
2. Under General Management, click on Firm Preferences.
3. Scroll to the bottom of the page and select Allow user(s) to select up to 15 activities from all activity types on the widget under Activities Preferences.
4. Save your changes.

Preset up to Fifteen Activities for End Users on the Contact Activity Widget

1. Click on the Firm Settings tab.
2. Under General Management, click on Firm Preferences.
3. Scroll to the bottom of the page and select Allow admin to preset up to 15 activities for ALL firm users on the widget. Only the selected activities will be shown on the widget.
4. Mark the check box in front of the Activity Types you want to preset for your system users. You are limited to fifteen Activity Types
5. Save your changes.

Select Regional (Currency) Setting

The default currency is used in new Opportunities’ Est Revenue field. Individual users can override this firm-wide setting under Settings > General Management > Regional Settings.

1. Click on the Firm Settings tab.
2. Under General Management, click Regional Settings.
3. Choose a default Currency.
4. Save your changes.

Select New Contact Required Fields

Set up required fields to add new contacts into the system.

1. Click the check boxes to indicate which fields will be required for adding new People Contacts to the system. Note that the Last Name field is mandatory by default, and you can also select the Email (any) or Phone (any) fields.
2. Click Save. You should receive a confirmation message. The settings are now preserved within the system.

Use IA365 Settings in Client Insights

You can enable Administrator Settings that exist in IA365 to now appear in Client Insights for a seamless user experience.

1. Click on the Firm Settings tab.
2. Under General Management, click Firm Preferences.

3. Scroll down until you see IA365 Settings.

   • Display Log Email option: Unchecking this option will hide the ability to Log Email as an Activity for all users across your firm.
   • Link to Legacy Web Client: Click this check box to configure the View More links to use the legacy web client instead of Client Insights for all users across your firm.
   • Show Ideas Portal Link: Click this check box to display the InterAction+™ Ideas Portal in the Options menu across your firm.

   

Out-Out of Key Client Radar

Administrators can enable or disable Key Client Radar for their firm. 

For example, UK-based firms can temporarily opt out until regional content (e.g., Law 360 UK, CourtLink UK) becomes available.

1. Click on the Firm Settings tab.
2. Select Content Integrations.
3. Click the slider button next to Opted into Key Client Radar to disable the feature. 
   • New tenants are opted in by default after Nov 20, 2025.
   • Current opt-out settings are preserved automatically.