User Roles & Permissions

CaseSolo uses role-based access control (RBAC) to manage what each team member can see and do.

Roles

Admin

Full access to all features including firm settings, billing, and member management.

• Manage team members and roles
• Configure firm settings
• Access billing and subscription
• All attorney permissions

Attorney

Full case management and AI tools access.

• Create, edit, and manage cases
• Access all case details and documents
• Use AI agents and analysis tools
• Manage tasks and deadlines
• View analytics and reports

Paralegal

Case management with limited administrative access.

• View and edit assigned cases
• Upload and manage documents
• Create and complete tasks
• Log communications
• Cannot access firm settings or billing

Intake Specialist

Focused on lead management and new case intake.

• Manage leads and screening
• Create new cases via intake wizard
• View intake analytics
• Cannot access existing case details beyond intake

Read Only

View-only access for oversight or compliance.

• View cases, documents, tasks (no editing)
• View analytics and reports
• Cannot create, edit, or delete anything

Assigning Roles

1. Go to Settings → Members
2. Find the team member
3. Click the role dropdown
4. Select the new role
5. Changes take effect immediately

Inviting New Members

1. Go to Settings → Members
2. Click Invite Member
3. Enter their email and select a role
4. They'll receive an invitation email
5. Once they accept, they appear in your team list

Each new member counts as a seat on your subscription plan.