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Professional / VIDEO GUIDE

Firm Preferences

Set the firm preferences offered in the workspace.

Firm Preferences sets personal defaults for your firm work and the presentation of answers.

Where to find it Workspace → Firm Preferences

About this recording

Recorded September 10, 2026. Edited from genuine product captures, with slow zooms and time to read. Research waiting is omitted. The interface and available material may change.

What you’ll learn

  1. 01

    Set research defaults

    Firm Preferences sets personal defaults for your firm work and the presentation of answers.

  2. 02

    Choose your preferences

    Enter practice areas and a primary jurisdiction, then choose an answer format such as Research memo.

  3. 03

    Review before saving

    Review citation style, tone and other preferences before saving. This example prepares the fields without saving changes.

The example fields are prepared but not saved. These controls set personal defaults; they do not change legal authority or establish shared firm membership.

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