Answer
Nov 15, 2016 - 04:54 PM
Firm Users with a Billing Only matter role can:
- View limited matter profile information (matter name, lead outside counsel if with your firm, firm fee arrangement for the matter, your firm's incomplete tasks for the matter)
- View budget data
- Post invoices
- Delete invoices (only if they have not been approved by the company)
- View matter participants
- NO ABILITY to view other data such as status reports, notes, documents or other matter data
- View limited matter profile information (matter name, lead outside counsel if with your firm, firm fee arrangement for the matter, your firm's incomplete tasks for the matter)
- View budget data
- Post invoices
- Delete invoices (only if they have not been approved by the company)
- View matter participants
- NO ABILITY to view other data such as status reports, notes, documents or other matter data
