Custom User Roles/Permissions

Lawmatics makes it easy to customize which of your firm's users have access to the various different aspects of your Lawmatics account. You may wish to keep certain things private amongst the firm owners, such as firm financials, reports, ROI, etc.

To begin customizing your user roles, you will start by going to your settings page (gear icon near the top right). When you scroll toward the bottom on the left sidebar you should see a section labelled Manage Users or User Management. 

If you do not see this option, you likely do not have the Admin permission required to view this page. Check with one of the admins on your firm's Lawmatics account to have them switch you to an Admin if needed.

Once you are on the Mange Users page, you will see a screen similar to the one shown below.

On this page you will have the ability to invite additional users (if you have seats available), view, edit, and remove existing users, and manage your firm's custom roles. To begin managing your roles, click the button labelled Manage Roles shown in the top right corner above.

Several roles will come built-in to your Lawmatics account by default, these roles are Admin, User, and Non-Active (if your firm has any non-active seats added to your subscription).

The Admin role cannot be edited, this role will always have complete access to everything within your Lawmatics account. Similarly, the Non-Active user role cannot be edited, since the access level is predetermined for this type of discounted user. 

You can, however, edit the User role if you wish to limit access for this role. You can also use the New Role button, shown below, to add custom roles. For example, you may have different roles for Intake Specialists, Salespeople, Attorneys, etc.

When you edit an existing role or create a new one, you will see the options shown below. This window is where you will customize exactly what this particular role will have access to within the platform.

First, you will select if you wish to limit access to matters and their related contacts. You may wish for your staff to only be able to view matters of which they are the owner, assigned staff, lead attorney, etc. Note that you have the option to select as many different options as apply for this role, you are not limited to just one option in the Access to Matters section.

If you do choose to limit matter access, the user will not be able to view, edit, or see anything whatsoever pertaining to matters that they don't have access to.

Next, you will choose if you wish to limit the role's access to view External Emails. You may allow them to see All Emails, or only emails that they are included in. The latter will be selected by default and cannot be deselected.

Your next step is to select whether you would like to limit the role's access to any features within Lawmatics. In this section you will be able to pick and choose from all of the various features within Lawmatics such as firm financials, marketing campaigns, automations, practice areas, settings, etc.

If you choose to remove access to certain features, the user will simply not see those pages/sections within the platform.

Once you have created your roles, you can then select the role when inviting a new user, as shown below. You can also click the edit pencil for any current users to adjust their role.


What happens if a user tries to view a matter that they shouldn't have access to?

The user can search for a matter, try to find them in the pipeline, or on the matters page, but if it is not a matter that they have access to then they will not be able to view the matter in any way. The matter simply will not appear on the pipeline, matters page, or come up in their search results.

Can multiple people be signed into one user account at once?

No, each individual person at your firm who will be accessing Lawmatics needs to have their own user account.