1. Litigation Management
  2. Roles and permissions
Reference

Who can do what in Litigation Management

Assign matter preparation, attorney decisions and evidence review.

Who can do what

Permissions by role
RoleMatter intakeConflict reviewsCourt deadlinesMatter activityDocuments and productionsReview and evidence
App AdministratorEditEditEditEdit——
Matter CoordinatorEdit—EditEditEditEdit
Supervising Attorney——————
Auditor——————
AdminEditEditEditEdit—View

Each role in detail

App Administrator

Maintain organization configuration and membership.

Can

  • Manage Clients, Organizations, team members

Matter Coordinator

Prepare assigned operational records and execute eligible reviewed actions.

Can

  • Manage court deadlines, matter events, Matters, record attachments

Starts on: Matters in progress

Supervising Attorney

Review eligible revisions independently and reconcile operational evidence.

Can

  • Access assigned records

Starts on: Matters in progress

Auditor

Read authorized evidence and reports.

Can

  • Access assigned records

Starts on: Matters in progress

Admin

Maintains user access and configuration without substituting for a supervising attorney's decision.

Can

  • Manage Users, Organizations, team members
  • View Matters, court deadlines, operation receipts

Set up Litigation Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started