Your account
Some settings are yours and some belong to the firm. This page is the line between them.
What you control yourself
Your personal settings live in two places: the AI and chat settings, where how the assistant behaves for you is configured per person, and your profile, where sign-in and identity live.
| Setting | Where |
|---|---|
| Default AI agent, reasoning-process visibility, context and usage display | AI and chat settings. Configured per person, not per firm. |
| Default document export format | AI and chat settings. Set once and applied everywhere in the platform. |
| Theme — light, dark or system | AI and chat settings on web; Settings on mobile. |
| Message density and text readability | AI and chat settings. |
| Notification preferences | eFirm, Settings > Notification preferences. |
| Push notifications | A dedicated settings page where you pick which notifications you receive. |
| Active sessions — see and revoke where you are signed in | Profile and preferences. |
| Sign out, or sign out everywhere | Profile and preferences. |
| Set or change your password | In-app set-password flow. Sign-in-code-only accounts can add one. |
| Profile picture — upload or delete | Your member profile. |
| Your own Microsoft connection | Integrations. Firm-level integrations are configured once by an admin; each member connects their own account for personal calendar and document access. |
| Archive, rename or delete your own chats | The chat sidebar. |
| Save personal prompts | The prompt library, from the Starter plan upwards. |
| Your name, phone number and photo | Account settings. First, middle and last name, an honorific title, phone and photo all save together in one action. |
| Interface language and timezone | Account settings. Language applies the moment you pick it and follows your account across devices; the timezone is picked from a list and saved with the rest of the profile. |
| Export your own data | Account settings, under Privacy and data. |
| Delete your account | The danger zone in account settings. |
The AI settings page covers what each of the assistant preferences actually changes.
What only an admin can change
| Setting | Why it is not yours | Who to ask |
|---|---|---|
| Your role and permissions | Permissions attach to roles, not to people. Changing yours changes everyone holding that role. | A workspace admin, in Roles & Permissions. |
| Calendar and record visibility | Set per module on the role, not per person. | A workspace admin. |
| Your position in the firm, bar ID and contract details | These sit on your member profile, not in your personal settings, and are read-only to anyone who cannot edit members. | Whoever manages Teams & Members. |
| Your sign-in email address | It is the account. It is shown on every profile screen and editable on none of them. | Support — there is no self-service path. |
| Your earning and charging hourly rates | Member-profile fields that feed the firm's profitability reports. | Whoever manages Teams & Members. |
| Workspace timezone, currency and tax rate | Firm-wide values the whole workspace inherits. | A workspace admin, in eFirm settings. |
| Seats and plan tier | Bought at workspace level. | The workspace owner, in the subscription panel. |
What stays private, and what is shared
- Your AI conversations are yours. Colleagues cannot open them and you cannot open theirs.
- Your onboarding progress is remembered per person and per product, across every workspace you belong to.
- Credits are not personal. They sit in one workspace pool everybody draws from — see data architecture.
Accounts and workspaces are different things
Your account is you: one work email, one sign-in, one set of preferences. A workspace is the firm. The same account can belong to several workspaces with a different role and a different plan in each, so a setting that looks wrong is often a setting that is right in the workspace you are not currently in.
Deleting your account is not the same as leaving a workspace. Deleting the account removes you from the platform. Being removed from a workspace only revokes access to that workspace, and leaves your name on the matters, invoices and time entries you worked on. See invite users for what an admin sees on the other side of that.
Your name is yours; your position is not
You edit your own name yourself. First, middle and last name, an honorific title, your phone number and your photo all live in your personal settings and save together in one action — nothing persists until you save. The same fields appear in eFirm settings and, on mobile, in Edit Profile.
Your position in the firm is a different field entirely. It sits on your member profile alongside your bar ID, your custom ID, your contract type and your join date, and only someone who can edit members can change it. Everyone else sees that profile but cannot touch it.
Your email address cannot be changed
Your sign-in email is fixed. It is shown on your profile, in eFirm settings and in the client portal, and it is read-only in all three — there is no change-email flow anywhere in the product. If the address on an account is genuinely wrong, that is a support request rather than a setting.
Sign-in security
Account security here means one thing: your password. If you already have one, changing it asks for the current password plus the new one twice; if you have never set one — because you arrived through a sign-in code or through Google or Microsoft — the current-password field is not shown and you set the new one directly. The rules are checked live as you type, each one showing pass or fail, and the form stays locked until all of them pass.
There is no second factor. The product has no multi-factor or two-factor enrolment screen. Signing in is by emailed one-time code, by a one-click email link, by password, or through a Google, Microsoft or Apple account — create an account lists which of those work where. The sign-in screen carries no “forgot password” link either: if you forget yours, sign in with the email method instead and set a new one from here.
Exporting your own data
Open your account settings and use Export my data under Privacy and data. It requests a full export of your own data and runs straight away — there is no confirmation step — and tells you whether the request succeeded.
That is a personal export. A firm-wide export of everything in the workspace is a separate action inside the eFirm workspace editor, available to administrators and confirmed in a dialog before it runs.
Deleting your account
Deletion is guided rather than instant. Opening it re-checks whether you are eligible, and it is blocked while you are the sole owner of any workspace that still has other members: each blocking workspace is listed with how many members remain and a Transfer ownership action beside it, and you pick the new owner from that workspace's eligible members. Once nothing is blocking, you confirm with your password, and the dialog shows the date and time the deletion is scheduled for. Your session ends at that point; closing the dialog signs you out.
Deleting a workspace is a different action, it belongs to workspace admins, and it is reached from the workspace list rather than from here. It spells out the consequences and then asks for a six-digit code emailed to you before it will run.