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Is it Possible to Restrict Certain Portions of a Matter from Certain Users?

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.

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