Help CenterBefore using Practice AI fully, your organization must be set up correctly. This ensures accurate outputs and a consistent firm identity across all work.
What Is an Organization in Practice AI?
In Practice AI, an organization represents one law firm. All users, cases, and documents live inside this single organization.
Think of it like this:
-
One organization = one firm
-
Multiple users = staff inside the firm
Settings applied at the organization level affect everyone’s outputs.
Where to Set Firm Name, Address, and Logo
You can manage firm details from the Organization or Firm Settings area.
Here you can enter:
-
Firm name
-
Office address
-
Contact details
-
Firm logo
This information may appear in documents, summaries, and letters.
Default Settings That Impact Outputs
Default settings control how Practice AI generates content.
Important defaults to review:
Letterhead Settings
Used for demand letters and formal documents.
Impact:
Ensures firm branding appears correctly.
Firm Signature Blocks (if applicable)
Used in letters and communications.
Impact:
Adds consistent lawyer or firm signatures.
Formatting and Output Toggles
Controls structure, tone, or layout preferences.
Impact:
Keeps documents consistent across users.
Recommended Naming Conventions for Matters
Clear naming makes case management easier.
Best practice format:Client Name – Case Type – Year
Example:John Smith – Personal Injury – 2025
This helps with:
-
Faster searching
-
Cleaner dashboards
-
Better collaboration
Who Should Do This?
✔ Firm Admin or System Admin
This setup should be completed before other users start working. Admins control branding, defaults, and organization-wide behavior.
Why This Setup Matters
-
Prevents incorrect outputs
-
Keeps firm branding consistent
-
Reduces rework later
-
Improves team efficiency
A few minutes of setup saves hours later.