Every firm member has two roles. Their firm role (Owner, Co-Owner, Admin, Member, or Firm Account) controls what they can manage in the Firm Console. Their practice role describes how they practise:
- Solicitor: carries their own caseload, with full control of their matters, court dates, and calendar.
- Support: a law clerk or assistant who works on matters shared with them by the solicitors they support.
When a clerk or assistant takes on their own files, convert them:
- Open the Firm Console → Members tab and click the member.
- Click Edit Member at the top right.
- Set Practice role to Solicitor and save.
The member is notified of the change, and it is recorded in the firm activity feed.
What the practice role does
It is descriptive, not a permission: every member of a firm can open and edit every one of the firm’s files whichever role they hold. What it does is label people in the Members list and mark who matters can be allocated to. An owner, co-owner or admin sets it, and it starts empty; nobody is asked to describe themselves when they sign up.
A generated court document is signed by the solicitor the matter is allocated to, no matter who generates it. If the matter is unallocated, or its solicitor has left the firm, it falls back to whoever generates it.
Moving matters to a new solicitor
Open their Clients tab in the Firm Console and use the Reassign actions (you can keep the previous owner on each matter as a collaborator), or share individual matters with them.
Tip: Click About roles on the Members tab for a summary of every firm and practice role.