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Settings

Firm → Settings is where the firm's profile, its Claude connection, the instructions Claude is given, and the compliance downloads all live. It's organised as four tabs.

Settings — the Global instructions tab

General

The firm's profile — name, logo, accent colour, and a short description of what the practice does. That description matters more than it looks: it's part of the context Claude is given about your firm, so a sentence or two about your work makes its assistance more relevant. Branding makes the portal and the firm's emails look like yours.

Claude setup

The connection reference — the MCP URL format and how Claude connects. Most people never need this tab; it's here for when you're helping someone reconnect or checking how the connection is configured.

Global instructions

The most consequential tab. It has two parts:

  • Your instructions — the block every user copies into their Claude profile during setup. It includes the heartbeat line and the standard compliance behaviour, and there's a Copy button. This is the same text for everyone in the firm, which is what keeps Claude's behaviour consistent across the practice.
  • Admin policies (live) — unlike the copy-paste block above, this is served to Claude on every conversation, with no re-pasting. Edit it here and it applies to everyone the next time Claude loads context. Use it for the things that change: a current-engagement reminder, a regulator-specific instruction, a "until the 30th, flag anything about the X matter for personal review" note. Save, and it's live.

This is your steering wheel for the firm's AI behaviour. The copy-paste block is the stable foundation; admin policies are the live adjustments.

Customer downloads

The due-diligence pack — a generated document describing what Chronity processes, how, where, and under what encryption. Regenerate it and download it to drop into your own supplier due-diligence file. This is what you hand a client (or your own compliance reviewer) who asks "what is this third-party AI tool you're using, and is it safe?" Detail in AI Lead → Due-diligence pack.

That completes the day-to-day administration. The governance side — signing the taxonomy, the quarterly risk register, dip-sampling, audit reports — is the AI Lead's, and is covered in the AI Lead reference.