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Legal — Domain Roles & Capabilities
The seeded Legal roles, their capabilities, and how staff carry them.
Seeded Roles
The first time the Legal Roles screen opens against an empty store, three role templates are seeded so a firm can add staff without defining a role first.
| Role | Description | Approver |
|---|---|---|
| Senior Partner | Full Legal capabilities plus approval authority | Yes |
| Associate Lawyer | Standard capabilities for day-to-day matter work | |
| Paralegal | Restricted read/write in support of lawyers |
Role → Capability Matrix
| Capability | Senior Partner | Associate | Paralegal |
|---|---|---|---|
| legal.matter.read | ✓ | ✓ | ✓ |
| legal.matter.write | ✓ | ✓ | |
| legal.contract.draft | ✓ | ✓ | ✓ |
| legal.contract.approve | ✓ | ||
| legal.client.read | ✓ | ✓ | ✓ |
| legal.client.write | ✓ | ✓ | |
| legal.court.file | ✓ | ✓ | |
| legal.billing.manage | ✓ | ||
| legal.staff.manage | ✓ |
Assigning roles to staff
Roles are assigned to people on the Legal Team governance screen. A person can carry a Legal role and a role in another add-on — multi-hat assignment adds a second domain hat to the existing Employee rather than creating a new record.
Custom roles
Admins can define additional Legal roles from the Roles screen; a Legal role builder only ever sees LEGAL + GLOBAL capabilities.
Frequently Asked Questions
Are the seeded roles editable?
Yes. They are templates — you can edit capabilities or add new roles. Only Legal + GLOBAL capabilities are selectable for a Legal role.
What makes a role an "approver"?
Holding at least one approver capability (legal.contract.approve or legal.staff.manage). Approver status is surfaced in role lists and the matrix.
Can one person be both Legal and Construction staff?
Yes — via multi-hat assignment. A second domain hat is added to the same Employee; assignedRoles holds multiple domain entries.
Who assigns Legal roles?
Tenant admins, and users with legal.staff.manage, from the Legal Team screen under Administration & Access.