Separate matter preparation, independent decisions, administration and audit.
| Role | Matters | Deadlines | Events and evidence | Independent review | Execution and history | Organizations and types |
|---|---|---|---|---|---|---|
| Supervising Attorney | View | View | View | Edit | View | View |
| App Administrator | Edit | View | View | View | View | Edit |
| Matter Coordinator | Edit | Edit | Edit | Edit | View | View |
| Auditor | View | View | View | View | View | View |
| Admin | View | View | View | View | View | View |
Reviews independent assigned work: record entry on Review Decisions only, read-only on every other table. Reviewers cannot approve their own preparation; the workflow guards enforce reviewer independence.
Starts on: Matter workboard
Maintains approved court-case configuration: record entry on Organizations, Team Members and Matter Types, read-only on all operational, review and provenance tables, and access to all portal pages. No schema editing, deletion, bulk operations or export grants.
Starts on: Matter workboard
Prepares assigned matter work: record entry on Matters, Matter Events, Record Attachments and Matter Deadlines, read-only on configuration, review and provenance tables. Scope to authorized organizations is enforced by workflow guards.
Starts on: Matter workboard
Reads authorized summaries and aggregates across every table plus the portal pages. No record creation or editing, no schema or administrative capability.
Starts on: Operation exceptions
Maintains user access and oversees application setup without replacing the Supervising Attorney's matter decisions.
Start free, then use Proto to change fields, steps and approvals before your team goes live.