Getting Started

Set Up Your Firm Profile

Your firm profile is how Clasp identifies your workspace. Setting it up ensures your firm name and logo appear correctly across the platform.

Only workspace admins can update firm profile settings. If you do not see Settings in the left sidebar, ask your admin to complete this step.

Update your firm profile

  1. Go to Settings > Workspace.

  2. Enter your firm name in the Name field.

  3. Upload a Workspace Logo for Clasp and a Firm Logo for invoices.

  4. Click Save.

Your firm name and logo appears on invoices and client-facing communications, so make sure it matches your official business name.

What your firm profile affects

Your firm name and logos appear on invoices, in the client portal, and in the team directory. Keeping these details current helps clients recognize your firm and ensures consistent branding across all case materials.

Related: Navigate Clasp · New Firm Checklist · Invite a Team Member

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