Managing Your Account and Settings

The Account menu in Lexlegis.ai provides access to user, organisation, security, team, billing, and activity related settings.

This area is designed for workspace configuration, administration, and oversight. It is not used for running legal workflows such as Ask, Interact, or Draft.

1. Accessing the Account Menu

The Account menu is available from the bottom-left corner of the application.

From here, you can access:

• Account
• Manage Teams
• Billing
• History
• Help Center
• Log Out

Selecting Account opens the Settings area.

2. Account Settings Overview

The Settings area contains the following sections:

• Organisation
• Profile
• MFA
• Change Password
• My Team

Each section controls a specific aspect of your account or workspace.

2.1 Organisation

The Organisation section allows you to manage organisation-level details.

You can update:

• Organisation name
• Subdomain
• Industry
• Company size
• Website

You can also configure:

• Default timezone
• Default currency

This information is used for workspace identification and administrative configuration.

2.2 Profile

The Profile section controls your personal user details.

From here, you can:

• Upload or update your profile photo
• Select an honorific
• Update your name
• Review your email address
• Define how your name appears across the platform
• Add or update your phone number

2.3 Multi-Factor Authentication (MFA)

The MFA section allows you to enable two-factor authentication.

You can:

• Set up an authenticator app
• Scan a QR code
• Enter verification codes during setup

MFA adds an additional layer of account security.

2.4 Change Password

The Change Password section allows you to update your account password.

You must:

• Enter your current password
• Set and confirm a new password

Changes take effect immediately after saving.

2.5 My Team

The My Team section shows the teams you are part of.

From this view, you can:

• See team names
• View your role
• See the number of members
• Identify the team head and creator

This section is read-only unless additional permissions are granted.

3. Manage Teams

The Manage Teams section provides administrative controls for organising users and access.

It includes the following areas:

3.1 Teams

Used to create and manage teams within the organisation.

Administrators can:

• Create and manage teams
• Assign team ownership
• Organise users by function or matter

3.2 Users

Displays all users associated with the organisation.

From here, administrators can:

• View active users
• Manage user membership
• Understand team distribution

3.3 Team Permissions

Controls permissions applied at the team level.

Team permissions define:

• What actions a team can perform
• Which workflows and resources a team can access

Permissions apply uniformly to all members of a team.

3.4 User Permissions

Controls permissions applied at the individual user level.

User permissions allow:

• Fine-grained access control
• Overrides to team-level permissions when required

This is useful when specific users need different access than their team defaults.

4. Billing

The Billing section provides access to subscription and payment information.

It includes the following areas:

4.1 Billing Overview

Provides a summary of the current subscription, including plan and status.

4.2 Payment Methods

Used to manage payment instruments associated with the account.

Administrators can:

• Add or update payment methods
• Review existing payment details

4.3 Invoices

Provides access to billing invoices.

From here, administrators can:

• View and download invoices
• Track payment history

Billing access is typically restricted to organisation administrators.

5. History

The History section provides visibility into past activity across workflows.

It includes the following views:

5.1 Ask History

Displays previous Ask interactions, including questions and responses.

5.2 Interact History

Displays past Interact sessions, including document analysis runs and applied question sets.

5.3 Draft History

Displays previously generated drafts, allowing users to revisit or continue earlier work.

History views support traceability, continuity, and internal review.

6. Help Center and Log Out

From the Account menu, you can:

• Open the Help Center for documentation and guidance
• Securely log out of your account