Permission matrix
Define access according to the organisation’s responsibilities.
TEAM WORKFLOWS
Make responsibility and review part of the process.
Connect colleagues through defined permissions, approval steps, and escalation workflows. Keep ownership clear as matters move through the organisation.
Give the team a shared way to work.
Collaboration works better when people understand what they can access, which actions they own, and where review is required.
Approval workflows
Establish review steps for work that requires approval.
Separation of duties
Distinguish responsibilities where different people should perform and review actions.
Escalation workflows
Provide defined paths for work requiring further attention.
Matter collaboration
Keep comments, notes, and checklists connected to the record.
Assign. Review. Progress.
Establish the relevant responsibilities, assign the work, and route it through the required review process. Keep the surrounding matter information available so colleagues understand the context of the decision.
Questions about team collaboration & approvals.
Are billing categories the same as permission roles?
No. Collaborator billing categories and permission roles are separate concepts. Access should reflect assigned responsibilities.
Does LitDesk include a separate chat system?
The scope supports collaboration through matter records, comments, notes, tasks, and workflows. It does not include a separate integrated chat system.
See how this fits your practice.
Walk through your team’s requirements and explore how LitDesk can support the work.