Audience
Who it is for
Traffic-ticket attorneys, firm staff, and operations teams managing citation-centered case work.
Team & Audit
Team & Audit
Give firms controlled team access and audit visibility so case and account activity can be reviewed without leaving the attorney workspace.
Built for firm/team workspaces with role-aware permissions and audit visibility.
Problem
What it fixes
Traffic-ticket work gets harder when the ticket, status, payment, documents, communication, and next action live in separate systems.
How it works
Workflow steps
- Invite member
- Choose role
- Assign custom permissions
- Monitor joined status
- Search case events
Add firm users
Team access and custom roles help firms share work without giving every user the same permissions.
- Invite member
- Choose role
- Assign custom permissions
- Monitor joined status
Review activity
Audit filters help teams understand who changed firm or case records.
- Search case events
- Filter by member
- Filter by action
- Review message activity
Capabilities
What this workflow covers
- Firm team management to invite team members.
- Create custom firm roles.
- Assign custom roles to members.
- Permission selection constrained to delegable attorney permissions.
- Member table with role, custom role, and joined status.
- Custom role list with active/inactive state.
- Case audit search across case events.
- Platform audit log view filtered to firm, case, member, action, or message.
Traffic-ticket value
Why it matters for citation work
The value is keeping traffic-ticket work organized around the citation and the next case step instead of a generic matter record.
FAQ
Is team available to every user?
Built for firm/team workspaces with role-aware permissions and audit visibility.
How does team help traffic-ticket work?
Give firms controlled team access and audit visibility so case and account activity can be reviewed without leaving the attorney workspace.
