Settings & Admin

Update Your Firm Profile

Your firm profile includes your firm name, logo, address, and contact details. Keeping this information current ensures it appears correctly across Clasp, including on invoices, in the client portal, and in all client-facing communications and email templates.

Update your firm profile

  1. Go to Settings in the left sidebar.

  2. Select the Workspace tab.

  3. Update your Firm Name, upload a Logo, and edit your Address, Phone, and Website fields as needed.

  4. Click Save to apply your changes.

Your firm logo appears on invoices and in the client portal. Upload a high-resolution PNG or JPG image for the best visual result.

Only workspace admins can update the firm profile. If you do not see the Settings option in the left sidebar, contact your firm's admin to request access.

Related: Switch Workspaces ยท Invite a Team Member ยท Billing Settings

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