Firm Management Alerts & analytics

How do I choose which firm alerts I receive?

Firm admins can customise which escalation notifications they receive from the Firm Console.

  1. Open the Firm Console and go to Notification preferences (under Settings in the console sidebar).
  2. Find the Escalation Notifications card (it loads automatically).
  3. Toggle each alert type on or off: payment failures, trial ending, inactive members, overdue tasks, and unresponded Town Agencies requests.

Changes save automatically. If you are the firm owner, payment failure and trial ending alerts are always on and cannot be turned off.

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