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Gladys

Clever Case · legal practice

Matter

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Personal Organization IAD Admin Team Roles & Access

Settings

Manage your personal, organization, and team preferences.

Matter roles

Admin CRUD for this catalog is tracked separately. Open Person tags or Matter categories for catalogs that already ship, or follow #391.

Which roles system is this?

Billing-rate roles — legacy name + default rate for timecards/invoices. Managed on Team.
Firm RBAC — security roles and permission matrices. Managed under Roles & Access.
Matter roles — labels for people on a matter (e.g. Responsible Attorney). Firm list under Organization → Lists.
Practice roles — staff job titles on membership. Firm list under Organization → Lists.