---
title: "Agency & Workspace Settings"
url: "https://primalaw.productfruits.help/en/article/agency-workspace-settings"
language: "en"
last_updated: "2026-02-23T15:02:28.930Z"
---

# Agency & Workspace Settings

(Admin users only). This article covers the essential workspace setup steps for firm owners and administrators.

## **Agency & Workspace Settings**

*(Admin users only)*

This article covers the essential workspace setup steps for firm owners and administrators.

### Accessing workspace settings

-   Click your name in the **upper-right corner**.
-   Select **Administrator Panel**.
-   From here, you can manage your firm’s core configuration.

![](https://cdn-assets.productfruits.com/129f240f-a531-42a2-93ec-dcf0d8334ffe)

### Firm info

-   Review and update your firm’s name, address, and contact details.
-   This information is used across documents, forms, and client communications.

### Client Portal

-   Configure basic client portal settings, including:
-   -   Firm branding (logo, name)
    -   Client-facing details
-   These settings control how clients experience your portal.

### What’s not covered here

This guide focuses only on **initial setup**. [Billing](https://primalaw.productfruits.help/en/article/billing-primapay), integrations, [advanced permissions](https://primalaw.productfruits.help/en/article/understanding-permission-errors), are covered in their own dedicated sections.