The small group icon next to a client’s name in your Clients list means that client is shared with you rather than owned by you. Hover over the icon to see which firm member owns the file.
You see shared clients alongside your own clients on the same page. The role the owner picked shapes how the file is presented to you and what you’re told about it:
- Working on it: the file is presented as yours to work (add tasks, schedule court dates, file outcomes, send chats, use Town Agencies) and you get its match alerts.
- Keeping an eye: the file sits on your list with a banner naming the colleague it belongs to, and its match alerts go to them rather than you.
Neither of these is a permission level, and it is worth being clear about that: any member of a firm can open and edit any of the firm’s files whether or not it has been shared with them. What the two settings decide is whose work it shows up in and who gets told when it moves. If you need a matter genuinely walled off, it can’t live in a shared firm.
Shared clients don’t count toward your workload: their court dates and tasks show in your lists but stay attributed to the owner’s workload widget.