Admin
Sets organization and staff access for the legal operations workspace.
Can
- Manage Organizations, team members, Users
- View Matters, custodian holds, review decisions, operation receipts
- Legal Hold Management
- Roles and permissions
Who can do what in Legal Hold Management
Assign matter preparation, conflict clearance, hold review and sensitive evidence to accountable staff.
Who can do what
| Role | Matters and conflicts | Custodian holds | Review and operations | Deadlines and events | Documents and evidence | Restricted subjects |
|---|---|---|---|---|---|---|
| Admin | Edit | View | View | Edit | — | Edit |
| Matter Owner | Edit | View | — | Edit | View | — |
| Legal Operations | View | Edit | View | — | Edit | — |
| Conflict Reviewer | Approve | — | — | — | — | — |
| Hold Reviewer | View | Approve | Edit | — | — | — |
| Evidence Officer | View | — | — | — | Edit | Edit |
Each role in detail
Matter Owner
Owns intake, engagement context and case milestones for assigned matters.
Can
- Manage Matters, matter deadlines, matter events
- View conflict reviews, custodian holds, legal documents
Starts on: Active matter register
Legal Operations
Prepares preservation holds and matter evidence for independent review.
Can
- Manage custodian holds, record attachments, legal documents
- View Matters, review decisions, operation receipts
Starts on: Active matter register
Conflict Reviewer
Records clearance decisions on matters before engagement work advances.
Can
- Manage conflict reviews
- View Matters, Clients
Reviews and approves
- Approve conflict reviews
Starts on: Matters in conflict review
Hold Reviewer
Makes independent decisions on submitted preservation revisions.
Can
- Manage review decisions
- View Matters, custodian holds, operation receipts
Reviews and approves
- Approve custodian holds
Starts on: Hold review inbox
Evidence Officer
Maintains document production references and restricted-subject disclosures.
Can
- Manage document productions, disclosure events, access grants
- View legal documents, restricted subjects, Matters
Starts on: Restricted subjects under hold
Set up Legal Hold Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.