Objective:

• Is it possible to make it so that paralegals cannot delete a Documents in a Matter?
• Can I restrict certain parts of a Matter from a User

Environment:

• Clio Manage

Additional Information:

For more information on User Permissions, please click here.

Answer:

While you may restrict the entire Matter from certain users, you cannot restrict certain parts of a Matter.

User Permissions for Billing and Accounts will limit what they can see on the "Bills" and "Transactions" tab within the Matter.