Roles and permissions in Practice
A table of what each role can do: Owner, Partner, Lawyer, Paralegal, Secretary and Accountant.
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Every member of the firm has one role that decides what they can see and do. The six roles are Owner, Partner, Lawyer, Paralegal, Secretary and Accountant.
At a glance
- Owner: everything, including billing. At least one Owner must always remain.
- Partner: everything except billing settings.
- Lawyer: own and assigned matters, including their fees.
- Paralegal: matters, calendar, documents and tasks like a lawyer; no fees or financials.
- Secretary: clients, calendar, hearings, tasks, documents, leads and client messages. Sees matters so they can add a hearing, a task or a document, but doesn't open a new matter or change its details, stage or team. No fees, time, invoices, trust, reports or settings.
- Accountant: invoices, payments, time and expenses, the trust ledger, financial reports and clients' billing details only. No matters, documents, notes, hearings and calendar, or tasks.
Permissions table
| Action | Owner | Partner | Lawyer | Paralegal | Secretary | Accountant |
|---|---|---|---|---|---|---|
| Invite members, change their roles, deactivate them | Yes | Yes (not the Owner) | No | No | No | No |
| Subscription, billing, updating seats | Yes | No | No | No | No | No |
| Firm settings, intake forms, client portal settings | Yes | Yes | No | No | No | No |
| Audit log | Yes | Yes | No | No | No | No |
| Firm reports | Yes | Yes | No | No | No | No |
| Invoices, payments, trust ledger, seller profile | Yes | Yes | No | No | No | Yes |
| Approve time and expenses, client statements, receivables ageing | Yes | Yes | No | No | No | Yes |
| See a matter's fees | Yes | Yes | Yes | No | No | Yes |
| See all matters | Yes | Yes | Depends on setting | Depends on setting | Depends on setting | No (matter number and title on invoices and time only) |
| Contacts, documents, notes, tasks, calendar, hearings, client messages | Yes | Yes | Yes | Yes | Yes | No |
| Add contacts, tasks, hearings and deadlines, generate documents | Yes | Yes | Yes | Yes | Yes | No |
| Open and edit a matter, its stage, team and parties | Yes | Yes | Yes | Yes | No | No |
| Log time and expenses | Yes | Yes | Yes | Yes | No | Yes |
"Depends on setting" means a Lawyer, Paralegal or Secretary sees all matters when matter visibility is Everyone, or only the matters assigned to them and those matters' clients when it is Assigned only; see who can see matters.
Where to change a role
Under Settings, then Members; see Change a role or deactivate a member. If you see "You don't have access to that page", read this article.
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