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Status Reports and Notes

Status Report Security Options

The Matter Status Report form includes security options that determine who can see the status report.

Security options for company users

The following access settings are available to company users:
Access type
Access settings
Internal Matter or External Matter with no Lead Firm
All matter participants: All users in the matter can access
Company matter participants only: Only company users in the matter can access. Firms cannot access.
External Matter with Lead Firm
All matter participants: All users in the matter can access
Company and lead firm matter participants: Only the lead firm users in the matter can access
Company matter participants only: Only company users in the matter can access. Firms cannot access.
Law firm users cannot view any status report, note, date/event, or document that is marked Company Matter Participants Only.

Security options for law firm users

The following access settings are available to law firm users:
Access type
Access settings
Law Firm is the Lead Firm
All matter participants: All users in the matter can access
Company and lead firm matter participants: Only company users and the law firm's users can access
Law Firm is a Secondary Law Firm (not the lead)
Same selections as above. However, if the lead firm has rights to view the secondary firm's data, the Company and Lead Firm Matter Participants option also grants access rights to the lead firm. This setting is controlled by the company.
Company users can view any status report, note, date, event, or document posted by a law firm.
Important Information for Company Users about Reports and Other Displays
The most recent status report is displayed throughout the Tracker application. The specific locations are matter profile page, matter status review report, matter data export, litigation exposure/recovery report, and the matter details lookup page on the invoice pending page. For all of these pages, the general rule is that the most recent status report is displayed, regardless who submitted the status report. However, there are a few exceptions to this general rule:
Company user view of the Matter Profile Page for external matters
 If the most recent status report is designated Company Matter Participants Only, the matter profile shows the most recent status report designated as Company Matter Participants Only and the most recent status report designated as All Matter Participants. It makes no difference whether the status report designated as All Matter Participants was filed by a company user or a firm user.
Firm user view of the Matter Profile Page for external matters
 If the most recent status report is designated Company Matter Participants Only, the matter profile shows firm users the most recent status report designated as All Matter Participants. It makes no difference whether the status report designated as All Matter Participants was filed by a company user or a firm user. However, the matter profile page does not display the more recent status report designated Company Matter Participants Only.

This article applies to:

  • PRODUCT: Legal Tracker
  • Audiences: Company