AvailableLast reviewed July 22, 2026
Firm settings
Firm settings configure your firm's identity and workspace-wide preferences.
Who this is for: Firm owners and administrators
Firm settings hold your firm's identity and the preferences that apply across the workspace. This is where administrators manage how the firm presents itself and operates in Truidian.
Related guides
Roles and access
Access is scoped to your firm and shaped by role, so people see what their responsibilities require.
Set up your firm
The one-time setup flow names your firm and prepares your tenant so your team can begin working immediately.
Security and trust
Truidian protects firm data with scoped access, secure authentication, and a traceable record of activity.