Intake Coordinator
Records a prospective matter and prepares it for conflict and acceptance review.
Can
- Manage matter intakes, Clients
- View Matters, conflict reviews, review decisions
Starts on: Intake awaiting review
- Legal Practice Management
- Roles and permissions
Who can do what in Legal Practice Management
Give each decision to the right person and rehearse access before live use.
How permissions work
Separate request and approval
The person who prepares an intake or change should not make its independent acceptance decision.
Keep matter context
Reviewers need the connected matter, source revision and evidence before they decide.
Limit disclosure
Document production requires a named reviewer, exact revision and recipient.
Keep administration distinct
Organization and Team Member maintenance belongs with Admin.
Who can do what
| Role | Intake | Matters | Conflict review | Deadlines | Documents | Review and evidence |
|---|---|---|---|---|---|---|
| Intake Coordinator | Edit | Edit | Edit | — | — | View |
| Supervising Attorney | View | View | Edit | — | View | — |
| Matter Owner | View | Edit | Edit | Edit | Edit | Edit |
| Document Reviewer | — | View | — | — | Approve | View |
| Operations Reviewer | View | Approve | Edit | Edit | — | Edit |
| Admin | — | View | View | Edit | — | Edit |
Each role in detail
Supervising Attorney
Reviews conflicts and decides whether a prospective matter is clear to accept.
Can
- Manage conflict reviews
- View Matters, matter intakes, Clients, legal documents
Reviews and approves
- Approve conflict clearance
Starts on: Matter board
Matter Owner
Owns the active matter, its dates and supporting evidence.
Can
- Manage Matters, matter deadlines, matter events, record attachments
- View matter intakes, conflict reviews, legal documents, operation receipts
Starts on: Matter board
Document Reviewer
Checks privilege and the exact revision before a document is produced.
Can
- Manage legal documents, document productions
- View Matters, review decisions, record attachments
Reviews and approves
- Approve document production
Starts on: Completed productions
Operations Reviewer
Makes the independent engagement or change decision and investigates uncertain receipts.
Can
- Manage review decisions, operation receipts
- View Matters, matter intakes, conflict reviews, matter events
Reviews and approves
- Approve engagement and matter changes
Starts on: Intake awaiting review
Admin
Maintains firm, user and team member access records.
Can
- Manage Organizations, Users, team members
- View Matters, operation receipts, review decisions
Set up Legal Practice Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.