Custom configuration of user roles, permissions, and access controls beyond the platform’s default role library.
Price: $1,000 one-time.
Day one. A multi-office law firm needs custom roles for a senior-partner-with-conflict-wall access pattern, a paralegal-shared-across-three-attorneys pattern, and an investigator-with-redacted-access pattern. The configuration engagement defines those roles, builds the permission matrices, and tests them.
What it is
A configuration engagement to design and implement custom user roles and permission patterns beyond the platform’s default role library. Role discovery, permission-matrix design, conflict-wall implementation where required, and validation testing.
What’s in it
- Role discovery and use-case mapping
- Permission-matrix design with attorney or operator sign-off
- Role creation in the IMC Machine with access-control rules
- Conflict-wall implementation where required (multi-office or shared-investigator scenarios)
- Validation testing with sample data
- Documentation and team training
Who it’s for
Operators or firms with custom access-control needs: multi-office firms, agencies serving competing clients, organizations with complex hierarchy. Built for the operation that needs more than the default role library.
When to pick this one
Pick this when default roles do not fit your operation. The first conversation scopes the roles and produces a fixed-price quote.
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