Firm and profile settings
Your settings tell Cedent who you are and how your firm works, which shapes how it drafts on your behalf and organizes your matters. The two pages to know are My Profile and Firm Profile, both under Settings.
My Profile
Section titled “My Profile”Your personal details:
- Name, bar number, and title (Partner, Associate, Solo Practitioner, and so on), with optional pronouns and specializations.
- Your signature block — used when Cedent drafts emails and letters for you, so drafts come out signed the way you sign. Worth getting right early.
- Contact preferences — your phone, direct line, assistant, and office hours.
- Reminder defaults — your preferred lead times for deadline and hearing reminders (say, ten, five, and one day ahead). Set them once and Cedent uses them on your new events instead of its standard reminders. See Reminders.
Firm Profile
Section titled “Firm Profile”Your firm’s details and defaults:
- Firm identity — name, address, phone, fax, email, and website.
- Practice and jurisdiction — the practice areas you handle and the counties you serve. These guide how matters are organized and which forms apply.
- Billing defaults — your default hourly rate and your billing increment (six, ten, or fifteen minutes), which is the rounding Cedent uses for time entries.
- Calendar defaults — how event titles are formatted and the default sync setting for new team members.
Editing firm settings is reserved for people with the administrator role. Matter access is no longer a firm-wide switch — it’s set per person on Settings → Team Members. See Who can see what in your firm.
Common questions
Section titled “Common questions”Why does my signature matter to Cedent? Cedent uses your signature block when it drafts email and letters, so the drafts are signed correctly and read as coming from you.
What does the billing increment change? It is the rounding applied to your time entries — set it to match how your firm bills, and Cedent rounds estimates to that increment.