Client & Case Manager Rights

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Client Manager Rights
Case Manager Rights

Each User in LEX247 has the ability to become a Client or Case Manager. The rights provided to Case and Client Managers are given to Users only when they are set as Client Managers, or Case Managers and these rights are only provided to that specific client/case; not rights provided to the entire system. 

Below is a list of rights given to a Client Manager and Case Manager. 

Client Manager Rights

In addition to User roles/rights, you can assign roles for users on the Client Card (Client Managers) or Case Card (Case Managers).

Client Managers have the following additional rights.

• • can access all standard reports
    • • can only generate information for clients they are responsible for. 
  • can access all cases related to the client, even if not added as a Case Manager or a Case Participant
  • can view and edit client details
  • can view and edit case details of the client
  • can add/remove participants of a case
  • can approve time/expense records of all client's cases
  • can open invoices that relate to the client
  • can open document libraries related to the client
    • • unless a case is confidential then the client manager must be explicitly added as a participant. 
  • can deposit/withdraw Trust Account Funds on Client Card

Case Manager Rights

Case Managers have the following additional rights.

• • can access all standard reports
    • • can only generate information for cases they are responsible for. 
  • can view and edit case details
  • can add/remove participants to a case
  • can approve time/expense records of the case
  • can open invoices that relate to the case
  • can open the case document library

The following are examples of default roles that can be set on the Client or Case levels. 

1. Executive Lawyer
2. Responsible Lawyer
3. Invoice Approval Responsible

Both the "Executive Lawyer" and "Responsible Lawyer"-roles are used for reporting purposes, where you can select a User who has one of these roles using the "Case Role" or "Responsible Lawyers" or "Executive Lawyer" filters. 

The 'Invoice Approval Responsible'-role has one special right that overrides the standard invoice approval process. This role, if set and depending on where it is set, dictates who will be the person(s) responsible for approving invoices for the client and/or case(s).

To learn more about the Invoice Approval Workflow, click here. 

Notes:

1. Client and Case Managers as well as Users with 'Assistant'-role can edit/add/remove Client/Case Managers from their respective clients or cases.