Settings

Admin

Full access to all features, users, and templates.

Attorney

Consultation calendar, notes, packet review, qualification.

LA Team Lead

Owns pod packets; tracks stages and monitors the team.

Legal Assistant

Manages packets, documents, onboarding, and updates.

QA Team Lead

Reviews packets, runs checklists, and monitors sign-offs.

Creative Writer

Drafts declarations through the declaration lifecycle.

Sales & Client Care

Enters leads, books consultations, and dispositions calls.

Accounts Receivable

Invoices, payments, plans, and collections.

File Clerk

Inbound mail, uploads, and payment status (not amounts).