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Company Settings

Configure your company profile, team members, case types, and other organization-wide settings.

Company Profile

Your company profile contains information about your organization that appears in various places throughout Kayse.

Basic Information

  • Company name — Your organization's name
  • Phone number — Main contact number
  • Email — Primary email address
  • Address — Physical location
  • Website — Your website URL
  • Logo — Company logo for branding

To update your company profile:

  1. Go to Settings → Company
  2. Update the fields you want to change
  3. Click Save

Team Members

Manage who has access to your Kayse account and what they can do.

Adding Team Members

  1. Go to Settings → Team
  2. Click Invite Team Member
  3. Enter their email address
  4. Select their role (Admin, Manager, or User)
  5. Click Send Invite

Roles and Permissions

Role Permissions
Admin Full access to all features and settings
Manager Access to cases, campaigns, and team management
User Access to assigned cases and messaging

Case Types

Case types help you categorize cases based on the type of matter. Each case type can have its own settings.

Managing Case Types

  1. Go to Settings → Case Types
  2. Click Add Case Type to create a new type
  3. Enter a name (e.g., "Personal Injury", "Workers' Comp")
  4. Configure settings specific to this case type
  5. Click Save

Case Type Settings

For each case type, you can configure:

  • Custom statuses
  • Default task lists
  • Required fields
  • Automation rules

Phone Numbers

Manage the phone numbers used for SMS and calls in Kayse.

Viewing Phone Numbers

Go to Settings → Phone Numbers to see all phone numbers associated with your account.

Number Assignment

You can assign phone numbers to specific purposes:

  • General messaging
  • Campaigns
  • AI Receptionist

Integrations

Connect Kayse with other tools you use.

Available Integrations

  • SmartAdvocate — Sync cases and clients
  • LawRuler — Import leads and sync data

To set up an integration:

  1. Go to Settings → Integrations
  2. Select the integration you want to enable
  3. Follow the setup instructions
  4. Configure sync settings

Notification Settings

Control how your team receives notifications about new messages, calls, and other events.

Notification Channels

  • In-app notifications — Notifications within Kayse
  • Email notifications — Emails for important events
  • Push notifications — Mobile app notifications

Configuring Notifications

Go to Settings → Notifications to customize which events trigger notifications and how they're delivered.

Business Hours

Set your firm's business hours to control when certain features are active.

Business hours affect:

  • AI Receptionist behavior (different prompts for after-hours)
  • Campaign sending times
  • Auto-reply messages

To set business hours:

  1. Go to Settings → Company
  2. Scroll to Business Hours
  3. Set your hours for each day of the week
  4. Click Save