ContactsLaw allows many of its policies, business rules and behaviours to be customised to suit the needs of your firm. The
system settings are configured via
The Practice, and apply to all users. Some settings can be configured separately for each
subsidiary company, while others apply to the entire deployment.
The settings are broadly divided into the following categories:
- Announcements - Affects how announcements are displayed on the Today tab.
- Billing - Allows you to control the appearance and behaviour of bills.
- Contact creation - Requirements and default options for new contacts.
- CPD - Sets the names of the CPD competencies.
- Documents - Controls the behaviour of features relating to documents.
- File creation - Options which affect new files, file archival and file destruction.
- General accounting - Controls the behaviour of general accounting features.
- Geographical location - Sets the geographical location of The Practice, which determines defaults for new contacts, as well as how addresses are formatted.
- Journals - Controls the items which appear in the drop-downs on conference and court appearance journals.
- Packets - Controls the items which appear in the drop-down for packets.
- Payments - Options affecting the behaviour of payments made from trust and general accounts.
- Telephone integration - Configures telephone integration features and options affecting telephone number formatting/recognition.
- Trust accounting - Controls the behaviour of trust accounting features.
Plug-ins may add more categories and settings that you can configure.
Geographical location settings
ContactsLaw uses these settings to determine how addresses and telephone numbers are formatted.
- The country determines various region-specific behaviour, such as the formatting of telephone/fax numbers, some general/trust ledger functionality and whether the country is omitted when displaying addresses in the same location as the practice. At the time of writing, valid values are 'AUSTRALIA' and 'NEW ZEALAND'. If left blank, ContactsLaw defaults to the rules for Australia.
- Specifying a state/province will cause the state to be omitted when displaying addresses which are in the same location as the practice.