Limit Client and Matter Creation

  • Updated on Nov 14, 2024
  • Published on Nov 5, 2024
  • 1 minute(s) read

Applies To

LexWorkplace Starter, Core, Advanced

LexWorkplace allows you to limit who, in your firm, can create new Client and Matter records.

Specifically, you can limit creation of both Clients and Matters to:

  • Specific, named users

  • Specific Groups (including Firm Admins or groups created by your firm)

By default, all users in your firm can create Clients and Matters. To restrict creation, members of your Firm Admins group can narrow the scope of who can create Clients and Matters in your LexWorkplace account.

From here:

  1. Change Clients and Matters Can Be Created By from All Users to Only Specificed Users

  2. Select the users and groups that should be able to create Clients and Matters

Note that Firm Admins cannot be removed from this list.