Roles

This article covers the following:

• Roles Assigned Automatically
• Roles for the Law Firm
• Role Privileges

Roles Assigned Automatically

When an individual is added to LexisNexis® CounselLink®, they are assigned roles based on their job title (partner, paralegal, admin, etc.). A role determines what emails they receive and what tasks they are authorized to perform. Admins can change or remove these roles.

The list below show the roles assigned by default.

Title	Roles Assigned Automatically
Partner	Matter Change Approval Contact Budget Contact Document Administrator Admin Partner Accts Receivable Contact Accts Payable Contact
Admin	Matter Change Approval Contact Budget Contact Document Administrator Admin Accts Receivable Contact Accts Payable Contact
Accounting Contact	Accts Receivable Contact Accts Payable Contact

Roles for the Law Firm

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Each role in CounselLink serves a distinct purpose and provides unique permissions. Some roles receive emails regarding associated actions. Because CounselLink is a customizable application, some roles may be unavailable for your firm. All roles in CounselLink are defined below.

Role	Description
Accounts Payable Contact	The Accounts Payable Contact receives invoices for CounselLink’s administrative charges, if applicable. No emails are sent to users with this role.
Accounts Receivable Contact	The Accounts Receivable Contact receives CounselLink invoice notifications via email.
Admin	The Admin controls the roles of others within the firm. They can add timekeepers, add/remove offices, and add/edit rates. Emails are sent regarding registration issues, attorney status, user logins, invoicing reminders, and all matter issues, including office eligibility to receive matters, matter acceptance, declines and withdrawals. The Admin role can perform all tasks except for those reserved for the Partner.
Budget Contact	The Budget Contact is responsible for the review and approval of budgets. Emails are sent regarding declined budgets, budgets requiring approval or when budget thresholds are exceeded.
Document Administrator	A user with the Document Administrator role may access, if configured, the Document Attachment feature. This feature gives the ability to attach files directly to matters or invoices. This is helpful for tracking additional correspondence, receipts, or other outside information that may be associated with a matter or invoice. No emails are sent to users with this role.
Matter Change Approval Contact	Individuals with this role are responsible for approving and/or initiating changes to fees on matters with clients. Emails are sent regarding decisions for matter change requests.
Partner	The Partner has the same access levels as the Admin role plus one additional responsibility. They have access to all parts of the application. They are sent virtually all the same emails as the Admin role. The Partner role includes all other roles and is equivalent to Admin in the amount of CounselLink access. Only a partner can sign the contracts as part of the on-line law firm registration process.
Practicing Attorney	This role is an Associate or practicing attorney. They may receive emails regarding their credential or office status.

Role Privileges

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Each law firm role has certain privileges that determine the data each user can view and the functions each user can perform. Listed below are all the roles a user may be assigned, including a user with no role.

Roles are given to each user automatically, based on the job title, during the individual setup process. This can be adjusted at a later date. Users with the title of Legal Assistant, Paralegal, or other, do not have any user privileges assigned to them automatically.

Roles		Partner	Admin	Practicing Attorney	Accts Payable Contact	Accts Receivable Contact	Budget Contact	Document Administrator	Matter Change Approval Contact	User (no role)
Accept & Decline Matter Assignments		▪	▪	▪	▪	▪	▪	▪	▪	▪
Edit & Close Matters		▪	▪	▪	▪	▪	▪	▪	▪	▪
View Budgets		▪	▪	▪	▪	▪	▪	▪	▪	▪
Attach Documents		▪	▪				▪
Edit Their Own Personal Information		▪	▪	▪	▪	▪	▪	▪	▪	▪
Create/Edit Users		▪	▪
Create/Edit Offices		▪	▪
Edit Matters		▪	▪	▪	▪	▪	▪	▪	▪	▪
Initiate/Approve/Deny Matter Change Requests		▪	▪						▪
Offer Fees		▪	▪
Receive Administrative Invoices From Examen		▪	▪		▪
Receive Law Firm Invoices					▪
Sign Contracts		▪
Submit/Edit/Delete Invoices		▪	▪	▪	▪	▪	▪	▪	▪	▪