Give coordinators, attorneys and auditors distinct responsibilities.
| Role | Matter intake | Conflict clearance | Document revisions | Template review | Deadlines and events | Review and evidence |
|---|---|---|---|---|---|---|
| Auditor | View | View | View | View | View | View |
| Matter Coordinator | Edit | View | Edit | Edit | Edit | Edit |
| Supervising Attorney | View | View | View | View | View | View |
| App Administrator | Edit | Edit | — | Edit | Edit | — |
| Admin | Edit | View | — | Edit | Edit | View |
Read authorized evidence and reports.
Starts on: Operations needing review
Prepare assigned operational records and execute eligible reviewed actions.
Starts on: Matters in progress
Review eligible revisions independently and reconcile operational evidence.
Starts on: Templates awaiting review
Maintain organization configuration and membership.
Maintain application access and review configuration for the organization.
Start free, then use Proto to change fields, steps and approvals before your team goes live.