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Firm Settings

Configure your organization's Second Seat preferences.

Note: Firm settings are only accessible to organization administrators.

Accessing Firm Settings​

  1. Click your profile icon in the top right
  2. Select Admin Settings
  3. Configure your firm's preferences

Available Settings​

Firm Name​

Set your organization's display name. This appears in the organization dropdown and throughout the app.

Default Jurisdiction​

Choose your firm's default jurisdiction from the dropdown (Not set, New York, New Jersey, California, Texas, Florida, Massachusetts, Pennsylvania, or Illinois), then click Save Settings.

When set, case-law citations in chat whose deciding court sits in a different state are automatically flagged for review — the same "out of jurisdiction" flag the Citation Verifier uses. This means your team doesn't have to pick a jurisdiction on every check; chat verification uses the firm default.

The default can be overridden at a more specific level. Jurisdiction resolves in this order:

  1. Case-level jurisdiction (if the conversation is linked to a case that specifies one)
  2. Attorney profile jurisdiction
  3. Firm default (this setting)
  4. A system-wide fallback

Default AI Model​

Choose the default AI model for your firm:

  • GPT-4o - OpenAI's latest model
  • Claude Sonnet - Anthropic's Claude model
  • Other available models

The default model is used for all new conversations. Individual users can override this per conversation if needed.

System Prompt​

Customize the AI assistant's behavior for your firm. The system prompt provides instructions that guide how the AI responds to questions.

Example customizations:

  • Specify your practice areas
  • Set preferred citation formats
  • Add firm-specific research guidelines

Saving Changes​

After making changes:

  1. Review your settings
  2. Click Save
  3. Changes take effect immediately for all firm members