Individual account access
Each user works through an identified account with the platform areas made available to that role.
Access and firm security
Configure account, role, and workspace controls around the teams responsible for firm data.
What it does
A practical part of the firm’s workflow.
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.
Role and feature controls
Administrators can align administrative, reporting, accounting, and other workspace access with job responsibilities.
Matter-specific scope
Restricted and confidential cases can be configured for approved users and assigned case teams.
How it works
What the team can expect.
Define responsibilities
Map real firm roles to the platform areas and records each person needs.
Assign users and cases
Invite the user, choose the appropriate access level, and add any matter-specific restrictions.
Review changes promptly
Update or deactivate access when staffing, assignments, or responsibilities change.
The right work. The right people.
Shape access around your firm, teams, and individual case responsibilities.