Organization brings the active practice information, team membership, agreements, and integration settings into one workspace.

Practice Details displays the legal name and contact information, which you can review before editing.

People lists the accounts with access to this practice and their roles, alongside the invitation controls available to admins.

Documents keeps the recorded agreement status together with the agreement text, so you can check both.

Canairy Intelligence contains the endpoint, client setup, API keys, and tool reference for programmatic referral intake.