How to set up a One Bill firm

Permanently deleted user

Updated October 04, 2017 22:36

Find or create the firm.
On the profile panel, change the Member Type to One Bill
Enter the domain name for the firm. This is the text after the @ in an email address. For example, if the email is joe@lw.com, the domain is lw.com. The domain is used to determine which records can be searched for in the company list.
Press save at the bottom of the screen

The firm is now set up as a One Bill firm. To manage the contacts linked to the firm, see How to manage a One Bill company list.

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