App Administrator
Maintain organization configuration and membership.
Can
- Manage Accounts, Organizations, team members
Starts on: Client account directory
- Law Firms CRM
- Roles and permissions
Who can do what in Law Firms CRM
Who maintains client records, owns prospect work, reviews decisions and reads evidence.
Who can do what
| Role | Client Accounts | Opportunity Pipeline | Relationship Activities | Matter Intake | Review and Evidence | Operations Control |
|---|---|---|---|---|---|---|
| App Administrator | Edit | Edit | — | Edit | Edit | Edit |
| Relationship Owner | View | Edit | Edit | Edit | Edit | View |
| Auditor | View | View | View | View | View | View |
| Sales Manager | View | View | View | View | View | View |
| Conflict Reviewer | View | View | — | Edit | View | — |
Each role in detail
Relationship Owner
Prepare assigned operational records and execute eligible reviewed actions.
Can
- Manage matter intakes, Opportunities, record attachments, relationship activities
- View Accounts, operation receipts, review decisions
Starts on: Open opportunity pipeline
Auditor
Read authorized evidence and reports.
Can
- View Accounts, matter intakes, operation receipts, Opportunities, Organizations, record attachments, relationship activities, review decisions, team members
Starts on: Submitted matter intakes
Sales Manager
Review eligible revisions independently and reconcile operational evidence.
Can
- View Accounts, matter intakes, operation receipts, Opportunities, Organizations, record attachments, relationship activities, review decisions, team members
Starts on: Submitted matter intakes
Conflict Reviewer
Reviews submitted matter intakes for conflict clearance and records the intake decision.
Can
- Manage matter intakes
- View Accounts, Opportunities, record attachments, review decisions
Starts on: Submitted matter intakes
Set up Law Firms CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.