Managing Professional Roles

Efficiently organizing your legal team is essential for clear communication and accurate matter management. With the new Professional Roles feature, Maatdesk allows firm administrators to define specific roles within the firm and assign them to team members.

This ensures that when you are building a Matter Team, everyone’s specific responsibility—whether they are the lead Attorney, a Law Clerk, or a Paralegal—is clearly identified.

Table of contents

• Predefined System Roles
• Overview of Professional Roles
• Adding a New Professional Role
• Editing a Professional Role
• Deleting a Professional Role
• Assigning a Role to a User

Predefined System Roles

To help you get started immediately, Maatdesk includes five core roles by default. These roles are essential to the system’s workflow and cannot be edited or deleted:

• Attorney
• Case Manager
• Law Clerk
• Legal Assistant
• Paralegal

These roles are available to all firms and serve as the foundation for your Matter Teams.

Overview of Professional Roles

Professional Roles act as labels that categorize your staff based on their function within the firm. Once these roles are created, they can be linked to individual users, making it easier to filter, manage, and assign personnel to specific legal matters

To access the Professional Roles window:

• Click the Settings () link on the left side panel.
• Click the Professional Roles block.

This window will allow you to manage the Professional Roles within the app.

Add Professional Role

To tailor the system to your firm’s unique structure, you can create as many custom roles as needed (e.g., “Senior Partner” or “Legal Intern”).

1. Navigate to Settings and select Professional Roles.
2. Click the Add Professional Role button.
3. Enter the name of the role.
4. Save your changes to make the role available for assignment.

Edit Professional Role

If your firm’s terminology changes or you need to correct a typo in a custom role, you can update it at any time.

1. From the Professional Roles list, locate the custom role you wish to change.
2. Click the Edit (pencil) icon.
3. Update the role name and click Save.
4. Note: Updating a role name will automatically reflect across all users currently assigned to that role.

Delete Professional Role

If a custom role is no longer necessary, it can be removed from the system.

1. In the Professional Roles menu, click the Delete (trash can) icon next to the role.
2. Confirm the deletion in the pop-up window.

Assigning a Role to a User

Once your roles are defined, you can assign them to your team members so they appear correctly when added to a Matter Team.

1. Go to the Settings > Manage Users screen.
2. Select the specific user you wish to update and click “Edit” button.
3. Look for the Professional Role dropdown menu.
4. Select the appropriate title (e.g., “Law Clerk”) and click Save.

Now, when you add a user to a Matter Team, you can filter users by they Role and assign them to the Matter Team.