Who can see and edit a matter

Matters often hold sensitive information, so each one decides who in your firm can see it.

Always#

• The firm owner sees every matter.
• The matter's lead lawyers (responsible and originating) always see it, and can't be walled off.
• Its responsible staff see it.

Access setting#

Under Who can see this matter on the edit page, choose:

• Everyone in the firm: members with the View any matter permission see it.
• Specific users: only the members you pick (plus the people above).
• Specific user groups: only members of the user groups you pick.

Members without View any matter only see the matters they're on or have been given.

Ethical wall#

The Ethical wall blocks named members from a matter, whatever their role or access. Use it when someone has a conflict of interest. The owner and the lead lawyers can't be walled off, and only they can change the wall. Walled-off members are listed on the matter's dashboard.

What follows from it#

Everything on a matter follows its access: its notes, documents, communications, tasks, events, time and invoices. A contact's page never shows records from a matter you can't see.

Seeing a matter isn't the same as changing it: see Editing a matter.