As a general rule, the security settings of the individual must match the security settings of the matter record in order for the individual to have access to that record. However, the security settings within a matter can be circumvented by assigning a person to the Legal Team for that matter. Individuals assigned to the matter have access, regardless of work group assignments.

Matter records marked "Private" can only be accessed by individuals assigned directly to the matter. When used in conjunction with the security capabilities of Lawtrac and the "Private" settings for each matter, site administrators can adjust settings to fit your company’s needs.