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Law firm Zarwin Baum’s embrace of generative AI as the natural next step in the evolution of legal work and their adoption of CoCounsel Legal has helped them achieve remarkable efficiency gains and improved client relationships.
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Brinks, a global leader in secure logistics and security solutions, used CoCounsel to reimagine what was possible with AI tools, turning legal challenges into a competitive advantage.
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User roles and permissions
Ready to Review uses a role-based permissions model with the following roles.
Organization-level roles
Company administrators:
- Access and control all organization settings.
- Invite new team members and manage user accounts.
- Organize users into groups for easier management.
- Connect your integrations (available with CoCounsel Core).
- Control how long documents are retained.
- Oversee all clients and projects across your organization.
- Set default tax configurations.
Users:
- Work on your own clients and projects.
- Create and manage clients and projects you own.
- Collaborate on clients where you're added as an Owner or Collaborator.
- Focus on your work without administrative responsibilities.
important
- Client and project permissions are managed at theclient level.
- Projects automatically inherit permissions from their parent client.
- Adding a user to a client grants them access to all projects under that client.
- Users can only see clients they are Owners or Collaborators for.
- Admins can see all clients.
This article applies to:
- Product: CoCounsel
- Audiences: Tax professionals
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