Role-aware access
Permissions align with the user’s role and approved capabilities.
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Keep access aligned to the firm, the matter, the client and each user’s responsibility.
Permissions align with the user’s role and approved capabilities.
Private operational records remain scoped to the correct firm.
Client Portal users see only approved client and matter information.
Sensitive actions can be recorded for operational review.
External services remain disabled until configured and verified.
Trial expiry preserves existing records and document access.
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