> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cuebitsystems.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Organizational Profile

> Firm details, numbering, and retention defaults.

<Steps>
  <Step title="Open Organizational Profile">
    Under **Settings**.
  </Step>

  <Step title="Fill in firm details">
    Used on documents and in the header welcome text.
  </Step>

  <Step title="Set numbering">
    Contract and docket number prefixes / next numbers, if you want branded numbering.
  </Step>

  <Step title="Review retention defaults">
    Used for claims.
  </Step>

  <Step title="Save your changes" />
</Steps>