Settings
Tailor Outlaw Practice to how your firm works.
26 articles
Case TypesThe kinds of cases your firm accepts, each with its stages, pricing, retainer, minimum trust, and live cost statistics.
CourtsThe courts your cases are heard in, with jurisdiction, location, citation details, and the deadline rules attached to each.
Deadline RulesReusable deadline calculations. What starts the clock, how days are counted, and how weekends and service extensions are handled.
DocketsRecurring docket calls and their time slots, so tasks can be assigned to the docket you'll be standing in.
Event TypesThe categories available when creating events on contacts, leads, and cases, such as hearings, filings, key life dates.
Expense TypesThe categories used when recording expenses on cases (filing fees, court costs, expert witnesses), with optional invoice note templates.
Identification MethodsThe kinds of ID documents you can record on a contact, such as driver's license, passport, bar number, and any type you add.
Participant RolesThe legal roles people play on a lead or case (Attorney, Opposing Counsel, Judge), used when adding participants.
Relationship TypesThe familial relationship types (Mother, Father, Sibling) used when connecting contacts to each other.
BankingYour firm's bank accounts and the Outlaw Payments processor.
InvoicingHow billed time is calculated and how your invoices look, including increments, rounding, tax, interest, letterhead, and discount reasons.
Payment OptionsWho gets an email receipt, how quickly card payments reach your bank, and the client-facing Payment Portal.
ReportsHow financial reports allocate partial payments across invoice line items, and how the Utilization Report counts available working time.
Data ExportExport your firm's data to CSV or JSON files for backup or for use in another program.
Firm InfoYour firm's legal, billing, and display names, and the logo clients see in the portal.
GroupsNamed sets of users that tasks can be assigned to. Any member can claim and work a group task.
UsersEveryone who can log in to your firm, with their names, emails, rates, billable-hour targets, roles, and account level.
Holidays & Time OffYour firm's holidays (which drive deadline math) and everyone's time-off records.
Intake & Custom FieldsThe custom questions your firm asks on contacts, leads, and cases: their order, types, and privacy flags.
Lead SettingsHow lead follow-ups are assigned, whether your firm charges for initial consultations, and the small celebrations.
Red FlagsDefine the risk factors your firm watches for in leads and cases, weight them, and let your own outcomes tune the weights.
Win/Loss ReasonsThe reasons you choose from when a lead is won, lost, refused, or put on hold: the raw material of your sales analytics.
ActivitiesThe activity types used when recording time, organized into categories, each with optional template text.
CategoriesThe task categories your firm files work under, and why a category beats a plain activity type when you want to filter.
Task SettingsFirm-wide task validation rules, appearance options for the Task Grid, and the task-complete bell.
TemplatesPredefined task configurations you can create tasks from in one step, global for the firm or private to you.
