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Help & Support

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Frequently Asked Questions

How do I update my intake questions?

Log into your dashboard and navigate to Settings, then Intake Configuration. You can add, edit, or remove questions there.

Can I change the AI greeting?

Yes! Go to Settings then Voice & Greeting to customize how firstcase answers calls for your firm.

How do I add team members?

Navigate to Team in your dashboard. Click "Invite Member" and enter their email address.