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.