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Naming Structure for Matter Role Titles

The first three positions (Lead, Secondary and Administrative) can be renamed by your Site Administrator. The second and third positions can be turned off if your company so chooses however, the Lead position is a required position of responsibility.

Matter Role Titles.jpg

Lead Position

  • The Lead position within the matter record is reserved for the individual who is responsible for managing the matter and reporting the status of the matter to your corporate/company hierarchy. This person must have invoice approval authority for at least one dollar.

  • The person in this position will be automatically notified when the matter is updated, either by individuals within the legal department or outside counsel, and when financial considerations are updated (invoices or budgets received).

  • This position is based on the premise that the authority to conduct business within the matter can be delegated to others, but never the responsibility for the matter.

    Secondary Position

  • The second position is typically reserved for the “primary contact”. This person may be responsible for the day-to-day activities of the matter at the corporate or company level and could be, for example, a paralegal.

  • Outside law firms, vendors and other corporate key personnel can be directed to contact the individual in the secondary position in order to keep all information within the matter up-to-date.

    Administrative Position

  • This position may work in concert with the secondary position, or may be assigned duties specific to Matter Types in order to enhance the management of matter information. Because individual permissions can be set at the activity level, an individual assigned to this position on the Legal Team may not be privy to financial or other information within a matter, but may help shoulder the responsibility to ensure the matter data is current and accurate.  

    Team Member Position

  • Depending on the view/edit permissions granted to the individual team members, they have full authority to interact with the matter information, as do all of those in the higher positions.

  • You can assign unlimited individuals in the role as Team Member.

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