Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

Company setup

Granting All Matter Access

Users who have been give all matter access have a matter role of Matter Administrator, which gives them the ability to work on all matters the firm is handling for you.
By default, all users must be explicitly granted access to a matter before they can see matter details. However, companies can enable their firms to grant certain users access to all matters. These users can include the client relationship attorney, the primary and backup billing contacts, or users that the firm can designate. If the user has one of these roles, then they are automatically given the role of Matter Administrator on every matter that the firm has with the client.
  • If you allow access to all matters, you can disable it for individuals at specific firms.
  • If you disable all matter access, you cannot allow it for individuals at specific firms.
Required role | Company System Administrators can grant or deny matter access for all firms in
Settings
 >
Firm user matter access
.
On the Firm user matter access page you can limit all matter access according to the user's role. For example, you can allow all matter access for client relationship attorneys but not for primary or backup billing contacts. It is important to note that companies can designate the client relationship attorney and backup, but the designation of primary and backup billing contacts, as well as additional All Matter Access users, is at the discretion of the your firms.
To enable All Matter Access for all firms:
  1. Select
    Settings
    in the left navigation.
  2. Under
    Security
    , click
    Firm User Matter Access
    .
  3. Next to each category of user to whom you want to grant access, select the
    Yes (automatically grant "All Matter Access"
    .
  4. On the toolbar, select
    Save & close
    .

This article applies to:

  • PRODUCT: Legal Tracker
  • Audiences: Company