Roles and permissions in Practice
A table of what each role can do: Owner, Partner, Lawyer, Paralegal and Accountant.
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Every member of the firm has one role that decides what they can see and do. The five roles are Owner, Partner, Lawyer, Paralegal and Accountant.
At a glance
- Owner: everything, including billing. At least one Owner must always remain.
- Partner: everything except billing settings.
- Lawyer: own and assigned matters.
- Paralegal: calendar, documents and tasks; no financials.
- Accountant: invoices, payments and financial reports only.
Permissions table
| Action | Owner | Partner | Lawyer | Paralegal | Accountant |
|---|---|---|---|---|---|
| Invite members, change their roles, deactivate them | Yes | Yes (not the Owner) | No | No | No |
| Subscription, billing, updating seats | Yes | No | No | No | No |
| Firm settings, intake forms, client portal settings | Yes | Yes | No | No | No |
| Audit log | Yes | Yes | No | No | No |
| Firm reports | Yes | Yes | No | No | No |
| Invoices, payments, trust ledger, ZATCA | Yes | Yes | No | No | Yes |
| See all matters | Yes | Yes | Depends on setting | Depends on setting | Yes |
| Create and edit matters, contacts, tasks, hearings, generate documents | Yes | Yes | Yes | Yes | No |
| Log time | Yes | Yes | Yes | Yes | Yes |
"Depends on setting" means a Lawyer or Paralegal sees all matters when matter visibility is Everyone, or only the matters assigned to them when it is Assigned only; see who can see matters.
Where to change a role
Under Settings, then Members; see Change a role or deactivate a member. If you see "You don't have access to that page", read this article.
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