Respect confidentiality within the firm
Check the audience before sharing information.
- 1 min read
- Who this is for: Law firms
- Last reviewed
Before you start
- Before you start
- An active membership and access to the work you need.
- Who can do this
- Permission for an activity does not grant general access to every case.
Steps
- Before writing, distinguish intake conversation, internal follow-up note, private consultation chat and the lawyer’s private note.
- Review Opportunity participants before adding a note or collaborator. Participation in one need does not open every other need.
- Use available coordination information when assigning a booking request or viewing the calendar. Do not assume access to private professional consultation content.
Part 1 of 4