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Transform your work with the only AI legal solution uniting research, drafting, and document analysis in a single experience. Designed by legal experts and built on trusted content and advanced AI, CoCounsel Legal accelerates multistep work so you can better serve your clients and grow your business.
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Application or feature | Permission level |
|---|---|
Onvio Setup tab | Custom |
Client | Enable |
Client Center View | Enable |
Application or feature | Permission level |
|---|---|
Documents tab | Custom |
Client Documents | Enable |
My Documents | Enable |
Open Documents Locally | Enable |
Sending Documents | Enable |
Application or feature | Permission level |
|---|---|
Onvio Setup tab | Custom |
Client | Enable |
Client Center View | Enable |
Staff | Enable |
Contacts | Enable |
Firm | Enable |
Appearance | Enable |
Client Notifications | Enable |
Contact Categories | Enable |
Departments | Enable |
Offices | Enable |
Project Templates | Enable |
Service Charges | Enable |
Staff Levels | Enable |
Terms and Conditions | Enable |
Tracking Descriptions | Enable |
User Preferences | Enable |
Personally Identifiable Information | Enable |
Onvio Access | Enable |
Custom Fields | Enable |
Documents tab | Everything |
Project Manager tab | Everything |
Reporting tab | Everything |
Time and Billing tab | Everything |
Application or feature | Permission level |
|---|---|
Project Manager tab | Everything |
Reporting tab | Custom |
Firm management reports | Enable |
Application or feature | Permission level |
|---|---|
Time and Billing tab | Custom |
Time & Expenses | Enable |
Application or feature | Permission level |
|---|---|
Time and Billing tab | Custom |
Billing | Enable |
Receipts & Adjustments | Enable |