In Lawcus, user roles play a crucial role in ensuring that each team member has the appropriate level of authority and access to perform their tasks efficiently. By assigning specific roles to teammates and users, you can control their level of access and the actions they can take within the system. This article provides an overview of the default user roles in Lawcus and their respective privileges along with other access provisioning options.
Default User Roles
Although Lawcus allows you to create and assign user roles with varying permissions that fit into your firm culture and operations, a few user roles are created on your account by default.
Admin: The Admin is the account owner or administrator with the highest access and privilege level within Lawcus. This role has comprehensive control over the entire system, including adding and managing user roles, handling payments, creating custom fields, and more. The Admin has complete authority over the firm's operations and can make critical decisions to streamline workflows and optimize efficiency.
Member: The Member role is typically assigned to legal team members. Unlike the Admin role, the Member role allows for fine-grained control over the level of access granted to individual users. Members can be restricted from accessing specific areas within Lawcus, tailoring their permissions based on their responsibilities and requirements.
For example, you can distinguish team members by granting them access to particular workflows, client contacts tab, invoicing, and other relevant features. This flexibility enables better collaboration and ensures that team members only have access to the information and tools necessary for their designated tasks.
Client: The Client role is designed for users directly involved in a specific matter. Clients are granted limited access to Lawcus and can only interact with tasks, documents, and messages related to their assigned matters. This restricted access ensures that clients can stay informed about case progress and communicate with the legal team effectively.
Co-counsel: The co-counsel access is designed to provide some level of access to another counsel who is also representing the client on that particular matter and may not be from the same law firm. The co-counsel has limited access to see tasks and events and access files to fulfill the requirements generated in the matter regarding responsibility sharing and work management.
It's important to note that any documents uploaded or messages sent by client users via the Client Portal will be visible to everyone added to the respective matter. This includes the Admin, Members, and any other authorized users involved in the case. This transparency promotes seamless communication and collaboration between the legal team and their clients.
Custom Roles: In addition to the default user roles, Lawcus offers the flexibility to create custom roles tailored to your firm's specific needs and operational structure. Custom roles allow you to define unique sets of permissions for users, providing even greater control over access levels and actions within the platform. Creating custom roles allows you to align Lawcus with your firm's culture, processes, and security requirements.
Understanding user roles in Lawcus is essential for maintaining an efficient and secure legal practice. The default user roles, such as Admin, Member, and Client, provide a solid foundation for granting appropriate access and privileges to different individuals involved in your firm's operations. Additionally, the option to create custom roles empowers you to fine-tune access permissions, ensuring a seamless workflow and effective collaboration within your legal team. With Lawcus' user roles, you can confidently manage your legal practice and protect sensitive information while optimizing productivity.