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Access type | Access settings |
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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. |
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. |