Who can send invitations
Only Org Admins can invite new members. Partners and other roles cannot send invitations.Send an invitation
Organisation roles
| Role | Summary |
|---|---|
| Org Admin | Full organisation control, billing, invitations |
| Partner | Create workspaces, approve conflicts, close matters |
| Fee Earner | Standard practice access across matters and documents |
| Paralegal | Practice access with restrictions on clients and time logging |
| Workspace Admin | Workspace-scoped settings and membership |
| Billing Manager | Billing and analytics only |
| Read Only | Browse practice content without edit rights |
| API Consumer | Integrations hub and API settings only |
After someone joins
To change a role, go to Settings, then Team, click the member, and select a new role. Role changes take effect immediately. To remove a member, open their profile and click Remove from organisation. Their access is revoked immediately. Matters they created remain in the organisation.The CLIENT and EXTERNAL REVIEWER roles are for people outside your firm. They do not access the
product shell. Clients receive portal links. Reviewers are added to specific matters only.
Roles explained
Full capability matrix for every organisation role.
Workspaces
How workspaces scope matters and team access.