2.1 Entering Company Information

This lesson will show you how to enter your company information in AgileCase.

Go to the "Company Info" page

you can access your company information through the sidebar on the settings menu. the "Company info" tab can be found under the "My Company" heading.

Add a firm name and logo

At the top of the page you can enter your firm name and upload a logo. To upload your logo click the "Add logo" button and select an image from your picture library then click "Upload" to use the selected image.

Add a company address

Below the firm name and logo options are fields to enter a company address. You can also enter a client contact email as well as a client contact website to provide easy navigation to your homepage.

Enter your Tax ID

Underneath your company address you can enter your business tax ID. Law firms can also enter their Law Firm ID in this section, this information will be exported onto invoice templates which are explained in this lesson.

Save your information

Once you have entered your company information, click the "Save Changes" button to save your details.