Organization settings control the firm-level identity that HoLaCe uses anywhere your firm appears outwardly — the dashboard header, demand letter letterhead, public intake forms, client emails, and exported PDFs. Open it from Admin → Branding or Settings → Organization depending on your role. [Screenshot: Organization settings page showing firm name, logo upload, address, and primary contact fields]Documentation Index
Fetch the complete documentation index at: https://docs.holace.io/llms.txt
Use this file to discover all available pages before exploring further.
Firm identity
| Field | Where it shows up |
|---|---|
| Firm name | Dashboard header, browser tab title, every outbound email and document |
| Doing-business-as (DBA) | Optional override for letterhead and outbound communication |
| Logo | Sidebar, login page, demand letter header, intake form header, client emails |
| Tagline | Optional — appears under the logo on intake forms and the public site |
Address & contact
The mailing address you set here is the address that prints on outbound demand letters and client correspondence. Set it to your firm’s primary office; if you have multiple locations, pick the one that should appear on legal correspondence.- Street, city, state, ZIP
- Phone — the number clients see on letters and the intake form
- Fax — optional; printed on letterhead if set
- General email — the reply-to on outbound system emails
Branding (colors and theme)
The Branding tab inside Organization Settings lets you choose:- Primary brand color — accent color used on dashboard buttons and badges
- Theme defaults — the firm-wide light/dark default (individual users can override per User Profile → Theme Preferences)
- Custom theme — for firms with strong brand requirements, create a custom palette and save it
Demand letter letterhead
A separate Letterhead subsection controls only the letterhead block that prints at the top of generated demand letters. You can:- Upload a print-resolution logo separate from the dashboard logo
- Configure header and footer text
- Set bar numbers, signature blocks, and the default signing attorney
Demand letter signature blocks per attorney are configured in Users & Roles.
This page sets the firm-wide default; the per-attorney block overrides it.
