CounselGO User Roles & Permissions

The options in the image below are displayed when setting up or editing a CounselGO user. See the table below for additional information on roles and other permissions.

Access to CounselGO is granted once a SimpleLegal client sets up at least one CounselGO Admin for the firm. Up to two admins can be added by a client for your firm. Once granted access, the CounselGO Admin(s) can set up additional non-admin users. 

Role	Description & Permissions
CounselGO User (NON-ADMIN)	Submit invoices to clients View past invoices and assigned matters Respond to budget proposal requests, if applicable View other existing users from firm (read-only access) NOTE: This is standard access and can be granted by leaving all other roles/permissions de-selected; enter only name and email address.
Admin	Create one admin and unlimited non-admin users Edit user details, status (active/inactive), and roles/permissions Resend activation emails to existing CounselGO users at firm Submit invoices to clients View past invoices and assigned matters Respond to budget proposal requests, if applicable
Accruals Submission	Receive and respond to accruals requests from clients
General File Sharing	Share general files with the client Delete or rename general files shared with the client Receive/view general files shared by the client NOTE: General files refer to service agreements, billing guidelines, or other standard documentation not tied to a specific matter. For additional information, click here.
Matter File Sharing	Share matter files with the client Delete or rename matter files shared with the client Receive/view matter files shared by the client NOTE: Matter files refer to documentation uploaded to a specific referred matter. For additional information, click here.
Matter Updates	View updates shared by the client for specific matters Share updates with the client for specific matters View updates shared by other CounselGO users for specific matters Edit or delete updates they shared for specific matters NOTE: For additional information about Matter Updates, click here.

If a client has not yet granted CounselGO access to your firm, please contact their legal department for assistance. For other issues or questions, contact [e-mail].