Legal team permissions: everyone sees what is theirs
How to give associates and interns autonomy without exposing data they don’t need.
When the firm is one person, everyone sees everything — because "everyone" is you. As associates, interns and administrative staff join, the question changes: who needs to see what?
Why restrict access
- Professional secrecy: client information should only circulate among those working on the case;
- Data protection: the principle of necessity recommends limiting access to the minimum required;
- Focus: each person sees their own caseload and doesn't get lost among hundreds of cases;
- Security: fewer access points mean less risk if an incident occurs.
A practical profile model
| Profile | What they see | What they do |
|---|---|---|
| Principal / partner | Everything | Everything, including finances and settings |
| Associate | Their cases and shared ones | Filings, deadlines, case updates |
| Intern | Assigned cases | Triage, drafts, tasks |
| Administrative | Clients and calendar | Client service, billing |
Share without opening everything
Sharing should be targeted: a specific case, a practice area or a chosen set. That way, the labor associate doesn't need to see the civil caseload — and the principal decides.
Record who did what
Permissions solve access; audit trails solve accountability. Knowing who changed a deadline or deleted a document is essential to fix mistakes without a witch hunt.
How IntegraLegal solves this
In IntegraLegal, the principal registers the team and defines, item by item, what each user can see and do: menus, tabs and actions. Each team member works with their own cases, and the principal shares whatever they want — by case, by practice area or everything. Changes to cases and deadlines are recorded with author and date.
Build your team securely: see the plans.
Read also
- Team deadline management: owners, reviewers and backups
- Access control and audit trails: know who did what in your firm
- Data protection (LGPD) in a law firm: a practical roadmap
Notice: this content is for information only. It does not replace a lawyer's analysis of the specific case. Always check the legislation, case law and rules in force on the date of your consultation.
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Legal content and management
Articles written by the IntegraLegal team on legal practice, law firm management and technology applied to the legal profession.
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