- Owner: Owner of the account, i.e., creator, can delete accounts or change admins
- Admins: Can create custom fields, upload document templates, etc., can access all shared matters.
- Members: Can not see custom fields setup or upload document templates, can access all shared matters.
- Co-Counsel: Guest user with only access to matters they been added to. Can not access search, workflows, matters tab, contacts tab, team users, etc
- Client: Guest users who only have access to Tasks they been assigned to on the matter that is shared with them. Documents and messages shared with them. But all the documents uploaded by them and messages will be visible to everyone on the matter.
Types of team members (Billing)
Owners, Admins, Members, and Co-Counsel are paid team members.
Pricing includes unlimited Client(Guest) users.