Legal ethics sometimes require that members of a law firm be prevented from accessing another firm client’s information (due to, for exaample, a conflict of interest). I know that in Smokeball you can simply “uncheck” a particular staff member from a matter to prevent that person from accessing the matter. However, how about a group of people, or for all matters for a particular client?
(our problem - we have hundreds of matters open for a particular client, and going through each one to “uncheck” a particular staff member is time consuming; and, if a staff member is added in the future that can’t have access, we have to re-do the unchecking)
It would be great if the “rate sets” concept was incorporated into matter access (meaning, employees could be assigned to group “access” and they would automatically be precluded from accessing matters that are not accessable to that group).
Best answer by Sara Sultan
View original
