Create a personal account
From a role template or with custom settings; two-factor sign-in can be required from everyone.
Everyone on their own account.
HOW IT WORKS
Access by role, not by trust.
A shared account or full access for everyone leaves no answer to who changed the data. It also opens up matters the person does not handle.
CHALLENGEWORKFLOWRESULT
Set modules and scope
Dashboard, clients, matters, finance, configuration: edit, view or none; a scope of matters for each account.
Access to matters in line with assignments.Check the log
Data changes, sign-ins and access changes with author, IP address and time.
Validity of professional credentials under control.
FEATURE VIEW
Information visible in the context of the matter.
The adjacent view is a conceptual visualisation using sample data. It illustrates how information is presented; it is not an application screenshot and does not depict actual clients.
SAMPLE LAYOUTDEMO DATA
REAL-WORLD EXAMPLE
Access follows from the role and assignment to the matter, and every change has an author in the activity log.
A trainee joins the firm. The owner creates their account from the “trainee” template and sets the scope to “team”. The trainee sees only the matters whose team they are on. The owner adds the roll entry and professional indemnity insurance to their profile with an expiry date; the system sends a reminder 30 days before it ends.
- Team accounts, deactivation, password reset and 2FA
- Role templates: partner, lawyer, trainee, assistant, secretarial staff
- Permissions: edit, view or no access
- Staff and their documents with expiry dates
Law firm teamWorking view
ITEMDETAILSSTATUS
A. KowalskaPartner · all mattersActive
P. NowickiLegal adviser · teamActive
M. ZielińskaTrainee · teamActive