Assign preparation, review and audit to the right people.
A matter and its closing conditions belong to an organization; team membership gives staff their working context.
The matter owner and deadline owner identify who prepares and follows through on work.
A Supervising Attorney reviews submitted material without using administrator access as a substitute for review.
An Auditor reads authorized evidence and reports without changing the working record.
| Role | Matters | Clients | Conflict Review | Deadlines and Events | Documents | Closing Conditions | Review and Evidence |
|---|---|---|---|---|---|---|---|
| Supervising Attorney | — | — | — | — | — | — | — |
| Matter Coordinator | — | — | — | — | — | — | — |
| Auditor | — | — | — | — | — | — | — |
| App Administrator | — | — | — | — | — | — | — |
| Admin | Edit | Edit | — | Edit | — | Edit | View |
Reviews eligible revisions independently and reconciles operational evidence. Read-only on business records; approve, reject and return through guarded workflow actions only.
Starts on: Matter Register
Prepares assigned operational records and executes eligible reviewed actions within own organization and draft scope.
Starts on: Matter Register
Reads authorized evidence and reports only. No write or action execution.
Starts on: Matter Register
Maintains organization configuration and membership records only. Administrative access does not confer approval or execution authority.
Starts on: Matter Register
System administrator for user access and configuration review, without matter approval authority.
Start free, then use Proto to change fields, steps and approvals before your team goes live.