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Every staff member can open Settings → Firm profile and read it. Only an Owner can change it; everyone else sees the fields greyed out with Only an owner of this firm can change these details. A Client portal seat does not see this page. The getting-started checklist on the Dashboard counts the firm profile as complete once Address, City, State / UT and Postal code are all filled in.
1

Open the firm profile

Open the account menu, select Settings, then Firm profile under Firm. Check the active firm in the account menu first if you belong to more than one: you edit the active firm’s record.
2

Edit the details

Change the fields described below. Clearing an optional field and saving removes the value.
3

Save

Select Save changes. The button reads Saving… and then Saved. appears beside it. If a field is refused, a message under the form names the field; correct it and save again.

Turn the AI assistant on or off

Below the form, AI assistant controls the read-only Assistant for the whole firm. It is Off until an Owner turns it on, and shows who last changed it and when. It saves on its own; Save changes does not affect it.
1

Read the disclosure and turn it on

Tick the box beginning I understand that each question, and the client records the assistant reads to answer it … are sent to Anthropic, the model provider, for processing. Then select Turn on the assistant. The button stays unavailable until the box is ticked.
2

Decide on client portal questions

Once the assistant is on, Client portal questions appears. It is off by default. To let each client portal seat ask about its own company’s invoices and your document requests — nothing else — tick its own disclosure box and select Turn on portal questions. Use Turn off portal questions to stop it.
3

Turn it off if needed

Select Turn off the assistant. No further questions are accepted until it is turned on again.
If the section says The assistant is not available for your firm yet. Contact Pragma Chartered support to have it set up., no question is accepted whether the switch is on or off; submit a support case to have it set up. Staff other than the Owner see Only an owner of this firm can turn the assistant on or off.

If a change is refused

Still stuck?

Open a case from Help & support in Pragma, or book a walkthrough and the team will show you around on a call. Can’t sign in? Contact support.