| Permission | Admin | Attorney | Paralegal | IT Support | Global Security |
| Read Only (note: cannot be deselected) | X | X | |||
| Create and Edit Matters | X | X | X | X | |
| Manage Users | X | ||||
| Manage Notice Templates | X | ||||
| Manage Questionnaire Templates | X | ||||
| Manage Custodian Groups | X | ||||
| Send Final Notice | X | X | |||
| Save as Draft | X | X | X | X | |
|
Send Draft for Review |
X | X | X | X | |
| Export Matters | X | X | |||
| Export Logs | X | X | |||
| Close Matter | X | X | |||
| Kickback Matter | X | X | |||
| Export Custodians | X | X | |||
| Export Notices | X | X | |||
| Release All Custodians | X | X | |||
| Resolve Source Error | X | ||||
| Acknowledge On Behalf | X | ||||
| Manage Reports | X | X | |||
| View Report | X | X | |||
| Reopen Matter | X | ||||
| Delete Matter | X | ||||
| Collections | X | ||||
| Admin Panel | X |