Matter Permissions

Control who can access sensitive cases with matter-level permissions.

Access modes

• Everyone (default) — All firm members with appropriate role permissions can see this matter and its documents
• Specific users — Restrict access to selected individuals or roles. Only those on the access list can view the matter

Setting permissions

When creating or editing a matter, toggle to Specific users or groups. Search for employees or select entire roles. Selected users appear as chips below the search field.

Important notes

• Partners always have full access regardless of restrictions
• Restricted matters are hidden everywhere: Documents page, search results, client pages, and AI assistant
• If you cannot find a document you expect to see, it may be on a restricted matter — contact your firm administrator