Account Settings in EstateMin

Account Settings is where you configure your firm’s details, set defaults for new matters, and customise the Client Portal experience for your clients.

⚙️ How do I access Account Settings?

Click the menu icon in the top-right corner of EstateMin.
Select Account Settings.

📋 What can I configure?

Account Settings is organised into three sections, accessible from the sidebar:

Firm Details — Add your firm’s address and upload a firm logo.
- How to Upload a Firm Logo
- How to Add a Firm Address
Matter Defaults — Set a default matter type, default and additional states, and configure default key files for each matter type.
- How to Set Default and Additional States
- How to Set Default Key Files
Client Portal — Customise the branding of the Client Portal, including colours, font, and your firm logo.
- How to Customise Client Portal Branding

For detailed instructions on each section, see the individual articles in our knowledge base.

💡 Good to Know

Click Save after making any changes to each section
Changes to firm details and matter defaults take effect immediately after saving.
Client Portal branding changes apply to all new and existing portals.

💬 Need Help?

Use the chat bubble in the lower-right corner of EstateMin or email info@estatemin.com for support.