Any help on setting up “Chinese walls” within Smokeball? Chinese walls are policies within law firms which would prevent me or a certain administrator from viewing certain files, to protect against a conflict of interest.
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Anyone have info?
- Contributor
Best answer by JKibler
Administrators always have access to all matters in SB and they cannot be secured against them. To secure a file against a user, you have to remove their status as an administrator.
If you cannot remove the administrator status from the users in question, I would open a stub file in SB with basic matter information and only use it for billing. I would keep all data in separate email accounts, electronic files on PC, and detailed time records outside of SB. Then use SB for invoicing but do not include time details.
Administrators always have access to all matters in SB and they cannot be secured against them. To secure a file against a user, you have to remove their status as an administrator.
If you cannot remove the administrator status from the users in question, I would open a stub file in SB with basic matter information and only use it for billing. I would keep all data in separate email accounts, electronic files on PC, and detailed time records outside of SB. Then use SB for invoicing but do not include time details.
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