Roles and access

Organization roles

• Owner: everything, including billing, data export and deleting the firm.
• Admin: reads every case, writes where they are a member; manages members and settings.
• Member: sees only the cases they are a member of or own.

Case-role templates

Each case member gets a template copied at assignment: Lead Lawyer (default, write everywhere), Co-Counsel, Clerk, Scanner, Paralegal, Intern or Viewer. Templates decide read/write per section (summary and stage, parties, proceedings and hearings, documents, notes, comments, team, AI) and the three capabilities: change stage, send client update, delete documents. A firm may rename the templates; the names are label-pack strings.

Multi-factor authentication

MFA is mandatory for Owners and Admins. Promoting a Member to Admin starts a seven-day grace period after which the app asks them to enroll before continuing. Owners can enforce MFA for everyone in Settings › Members.