Refer to the Case Access Restriction topic for the steps on how to restrict case access to a Lawyer, Paralegal and/or team.
By default, all authorised Lawyers, Paralegals and/or teams can access all the cases of the Law Firm unless there is a case access restriction. The Law Firm Administrator can restrict access of the case to a particular Lawyer, Paralegal and/or team.
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Refer to the Case Access Restriction topic for the steps on how to restrict case access to a Lawyer, Paralegal and/or team. |
The Lawyers, Paralegals and/or teams who have access to the case are the only ones who will receive the alerts and replies pertaining to the case. Similarly, the alerts and replies pertaining to the case will only be sent to the Inbox of the Lawyers, Paralegals and/or teams.
The Law Firm Administrator can restrict case access to individual Law Firm Users, but he/she can also create a team and manage the members of the team and use this team for case access restriction.
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Refer to the Team List topic for the steps on how to search, create, delete and manage the members of the team. |