Multiple Firms in a Matter

The following list includes three key concepts regarding multiple firms in a matter:
  • Clients can add multiple firms to a matter. Some matters will be set up to have a lead firm and all additional firms added to a matter are referred to as "secondary firms." If the matter does not have a lead firm, all of the firms that are added to the matter are secondary firms.
  • The general rule is that firms cannot see other firms' data. Firms have the option to specify whether a note, date/event, or document can be viewed by all firm users.
  • The rights of the lead firm and the secondary firms differ. When a client sets up a matter with a lead firm, they must choose whether the lead firm can see the secondary firms' data. In the situation where the lead firm is a coordinating counsel for local firms, the lead firm will be able to see the secondary firm's data. On the other hand, if one firm is doing most of the work in a matter but there are other firms also doing other work that is not supervised by the lead firm, then the lead firm will not have access rights to other firms' data.

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