
Understanding user roles
Amicus Assistant offers specialized user types and roles designed to enhance functionality and ease of use while maintaining high security standards.
Every law firm is provided with one free Firm Admin account by default. This account is crucial as it handles several key responsibilities that no other user can perform. These include creating and managing other user accounts, making subscription payments, transferring quotations and case files between lawyers, archiving quotations and case files, and viewing the audit trail. Additional user accounts, created by the Firm Admin, can be assigned roles such as Firm Admin, Partner, Lawyer, or Clerk.
The following table describes the roles and responsibilities:
| FIRM ADMIN | PARTNER | LAWYER | CLERK |
|---|---|---|---|
| Firm Admin Menu | Dashboard | Dashboard | Dashboard |
| Firm Profile | User’s Profile | User’s Profile | User’s Profile |
| Edit Firm Profile | Edit profile | Edit profile | Edit profile |
| Users Management | Quotations Listing | Quotations Listing | Quotations Listing |
| Add New User | View quotation | Cases Listing* | Add new quotation |
| Approve New User | Cases Listing* | Open new case | Edit quotation |
| Edit User | View case | Manage case | Archive quotation |
| Delete User | Document cabinet | Document cabinet | Cases Listing* |
| Quotations Listing | Calendar | Calendar | Open new case |
| Transfer Quotation | Tool Bag | Tool Bag | Manage case |
| View Archived Quotations | Task Basket | Task Basket | Document cabinet |
| Cases Listing* | Messenger | Messenger | Calendar |
| Transfer Case* | Calendar | Archive case | Tool Bag |
| Viewed Archived Cases | Reports | Calendar | Task Basket |
| Audit Trail | Messenger | ||
| View/Search Audit Trail | Archive case | ||
| Billings | Calendar | ||
| View invoices | |||
| Filter paid/unpaid | |||
| Make payment online |
*Cases marked private can only be viewed and accessed by the case owner. In the scenario whereby the case owner cannot be reached, Firm Admins have the authority to transfer ownership of private cases to a new lawyer but not to view the case file.
Note that one user may be assigned multiple roles.