Matter Updates Permissions

The Matter Updates role can be assigned by your client from SimpleLegal or a CounselGO Admin from your firm. Admins can follow the instructions in this article to grant or revoke these permissions. For additional information about Matter Updates in CounselGO, click here.

1. Select the relevant client from your My Clients list.

2. Go to Users from the left-side navigation bar and click on the CounselGO user.

NOTE: If you cannot open a user for editing, this means that you do not currently have CounselGO Admin permissions. Please contact a CounselGO Admin from your firm for assistance.

3. Select/de-select the Matter Updates box and click Submit.

IMPORTANT: Assigning the Matter Updates role only applies to the client you are currently viewing. If the user requires these permissions for a different client in SimpleLegal, click Clients from the left-side navigation bar and repeat the steps above.

Once this role is assigned, the user will be able to see the Updates tab in matters for this client and will be add updates that are visible to the client in SimpleLegal.