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Inviting Staff & Managing User Roles
MtaaLex uses a strict role-based access control system designed specifically for the ethical duties and confidentiality obligations of legal practice.
Pre-Configured Firm Roles
| Role | Permissions & Access Level | Typical Use Case |
|---|---|---|
| Managing Partner / Admin | Full access to all cases, client financials, fee notes, audit logs, firm subscription, and user invitations. | Senior Partners & Practice Directors |
| Senior Associate / Advocate | Can create clients, manage assigned cases, invite case collaborators, and generate draft fee notes. | Practicing Advocates |
| Junior Associate / Pupil | Can view assigned cases, draft pleadings, upload research notes, and review evidence. Cannot access firm financial records. | Trainee Advocates & Pupils |
| Paralegal / Legal Assistant | Can manage court diary fixtures, upload documents, and view client contacts. | Legal Secretaries & Registry Clerks |
| Finance / Accounts | Full access to billing, fee notes, receipts, and payment reconciliations. Restricted from case legal notes. | Firm Accountants |
How to Invite a New Team Member
- Navigate to Team & Organization (
/settingsor from the sidebar). - Click the + Invite Team Member button.
- Enter the practitioner's:
- Full Name
- Work Email Address
- Assigned Role (e.g., Senior Associate)
- Click Send Invitation Link.
What Happens Next?
The invited practitioner receives an email containing a secure one-time onboarding link. Upon clicking it, they will verify their identity and instantly join your firm's private workspace with their designated permissions.
Custom Permissions & Granular Access Controls
Managing Partners can customize individual privileges under the Permissions Matrix:
- Granular Case Permissions: Choose whether an associate can View, Create, Edit, or Delete cases.
- Collaborator Access Restrictions: Restrict certain sensitive cases so that only the designated Lead Advocate and invited collaborators can view the file.