Roles & Permissions: Who Can See Which Modules

Managing access is critical in any legal AI platform. Law Practice AI uses a simple roles and permissions system.
It ensures the right people see the right tools. Nothing more. Nothing less. This helps law firms stay secure, organized, and efficient.

What Are Roles & Permissions?

Roles define what a user can see and do inside Law Practice AI Permissions control access to modules, actions, and outputs.

One organization. Multiple users. Each with clearly defined access. This prevents mistakes, data leaks, and workflow confusion.

Common Roles in Law Practice AI

Below is a plain-language breakdown of typical roles.

Admin

Admins manage the entire system.

What they can do:

Add or remove users
Assign roles and permissions
Access all modules
Change firm settings and defaults
View and export all outputs

Best for firm owners or operations managers.

Attorney

Attorneys focus on legal review and approvals.

What they can do:

Generate demand letters
Review and edit case summaries
Approve final outputs
Export documents
Access litigation support tools

They usually approve, not configure.

Paralegal

Paralegals handle preparation and uploads.

What they can do:

Upload records and bills
Generate drafts
Run case summaries
Prepare demand letters

Typical limit:

Cannot approve or finalize exports

Example:
A paralegal generates a demand.
An attorney reviews and exports it.

Staff / Intake User (If Enabled)

Designed for front-desk or intake teams.

What they can do:

Access Intake AI
Add new leads
Upload basic documents

They usually cannot see legal strategy modules.

Module-Level Access (How It Works)

Permissions can be applied per module.

Examples:

Case Summary → View + Generate
Demands → Generate only
Litigation Support → Attorney-only
Document Collection → Upload + track

Admins can toggle access in seconds.

Real Example: Same Firm, Different Views

Two users. Same organization. Different experiences.

Admin sees all modules
Paralegal sees only Case Summary, Demands, and Documents

This keeps workflows clean and focused.

Who Should Manage Roles?

Only Admins should assign roles.
This avoids access conflicts and errors.

Best practice:

Review permissions quarterly
Remove access when staff leaves
Keep roles simple and consistent

Troubleshooting: User Can’t See a Module

If a user cannot see a module, check these first:

Confirm the user role
Check module-level toggles
Refresh or re-login
Verify the user is in the correct organization
Ask Admin to reassign the role

Most issues are fixed in under one minute.