Settings
Settings is where you tailor Outlaw Practice to how your firm works. Open it from the gear icon in the navigation. The General pages hold your own preferences, and every user can open them. Every other page needs an administrator account, since each one changes how the app behaves for the whole firm. (A few of the lists managed here can also gain entries during day-to-day work; each article notes when.) The app groups Settings into eight categories, and the pages here follow the same categories. A few pages appear under more than one category; each is documented once here.
General
Your own preferences, open to every user.
Firm
Your firm profile, the people who work in it, and your data.
Firm Info
Your firm's legal, billing, and display names, and the logo clients see in the portal.
Users
Everyone who can log in to your firm, with their names, emails, rates, billable-hour targets, roles, and account level.
Groups
Named sets of users that tasks can be assigned to. Any member can claim and work a group task.
Data Export
Export your firm's data to CSV or JSON files for backup or for use in another program.
Financial
Bank accounts, payment processing, invoicing, and report options.
Banking
Your firm's bank accounts and the Outlaw Payments processor.
Payment Options
Who gets an email receipt, how quickly card payments reach your bank, and the client-facing Payment Portal.
Invoicing
How billed time is calculated and how your invoices look, including increments, rounding, the lead invoice period, tax, interest, letterhead, expected expenses, and discount reasons.
Reports
How financial reports allocate partial payments across invoice line items, and how the Utilization Report counts available working time.
Contacts
Identification methods, relationship types, participant roles, and contact intake.
Identification Methods
The kinds of ID documents you can record on a contact, such as driver's license, passport, bar number, and any type you add.
Relationship Types
The familial relationship types (Mother, Father, Sibling) used when connecting contacts to each other.
Participant Roles
The legal roles people play on a lead or case (Attorney, Opposing Counsel, Judge), used when adding participants.
Leads
Lead workflow, win and loss reasons, red flags, and intake questions.
Lead Settings
How lead follow-ups are assigned, whether your firm charges for initial consultations, and the small celebrations.
Win/Loss Reasons
The reasons you choose from when a lead is won, lost, refused, or put on hold: the raw material of your sales analytics.
Red Flags
Define the risk factors your firm watches for in leads and cases, weight them, and let your own outcomes tune the weights.
Intake & Custom Fields
The custom questions your firm asks on contacts, leads, and cases: their order, types, and privacy flags.
Cases
Case types, courts, deadline rules, and the types used across your cases.
Case Types
The kinds of cases your firm accepts, each with its stages, pricing, retainer, minimum trust, and live cost statistics.
Expense Types
The categories used when recording expenses on cases (filing fees, court costs, expert witnesses), with optional invoice note templates.
Event Types
The categories available when creating events on contacts, leads, and cases, such as hearings, filings, key life dates.
Courts
The courts your cases are heard in, with jurisdiction, location, citation details, and the deadline rules attached to each.
Dockets
Recurring docket calls and their time slots, so tasks can be assigned to the docket you'll be standing in.
Deadline Rules
Reusable deadline calculations. What starts the clock, how days are counted, and how weekends and service extensions are handled.
Tasks
Categories, activities, task templates, and how tasks behave.
Categories
The task categories your firm files work under, and why a category beats a plain activity type when you want to filter.
Activities
The activity types used when recording time, organized into categories, each with optional template text.
Templates
Predefined task configurations you can create tasks from in one step, global for the firm or private to you.
Task Settings
Firm-wide task validation rules, appearance options for the Task Grid, and the task-complete bell.
HR
Firm holidays and your team’s time off.