Have you heard? We acquired Lexicata in the first milestone to creating a more advanced client engagement platform. Read more here.

KCS - 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?

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

No. You may restrict the entire Matter from certain users, but you cannot restrict certain parts of a Matter.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality