Access and firm security
Configure account, role, and workspace controls around the teams responsible for firm data.
Access and firm security helps align each person’s workspace with their account, role, assigned responsibilities, and case access. Administrators can configure narrower visibility for sensitive matters and review available activity associated with important work.
- Configured access can reflect firm roles and assigned responsibilities.
- Administrative controls help firms manage users as teams change.
- Matter restrictions can narrow who is intended to see sensitive case work.