Who does what, who covers, and a record of everything anyone changed.

Roles and permissions, the org directory, firm-wide announcements, internal messaging, and an append-only audit log.

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Team & permissionsDirectoryAnnouncementsMessagesAudit Logs

A partner, associate and operations colleague coordinating their work together

Team & permissionsYour firm3 people

AKAmina KamauAssociate · LitigationAssociate

BOBrian OtienoSenior associate · LitigationSenior associate

GNGrace NjeriJoined the firmParalegal

Every change on the audit log

Here’s how
it comes together.

01
Roles and permissions, per resource
Each role holds explicit permissions per area, and every read and write in the product is checked against them on the server — not hidden in the sidebar and open to anyone who knows the URL.
02
Separation of duties
The person who requests and the person who approves are different people, checked as a rule rather than as a convention — with a sole-practitioner fallback, because a firm of one still has to be able to work.
03
An org directory
Departments, offices, teams, supervisors and titles — the structure a firm actually has, alongside the permissions, and advisory rather than a second permission system.

Roles & permissionsChecked on the server

AssociateParalegal

Matters

Documents

Billing—

Client money——

Payroll——

Requested by Brian Otieno · approved by Amina Kamau

04
Announcements with acknowledgements
A firm-wide notice, or one addressed to particular roles or people, with a record of who has acknowledged it — so 'everyone was told' is evidenced rather than assumed.
05
Messaging inside the firm
Conversations attached to the firm and its matters, so the discussion that decides something is in the system that holds the thing it decided.

06
An append-only audit log
Every mutation of a firm-owned record leaves a row: who, what, when, and what changed. It is written on the same transaction as the change, and nothing in the product deletes from it.

Audit logAppend-only · today

BO09:44Task assignedReview witness statement · MAT-0142

AK09:42Document addedWitness statement.pdf · v1

AK09:15Matter openedClient and parties recorded

Written with the change. Never deleted.

What you should know.

The audit log is a record, not a backup. It says what changed; restoring is a separate question with a separate answer.

An org directory is advisory. Moving somebody between teams does not change what they may do — that is a role change, deliberately, so the two cannot be confused.