Security
Dashboard Access
Control which users, teams, and roles can choose each dashboard view.
Firm Admin
Firm-wide intake, workflow, conflict, time, and plan health.
Visible To
- Administrator Role - Full CMIForge administration.
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My Work
Personal queue, submissions, time, and conflict escalations.
Visible To
Everyone can choose this dashboard until a visibility grant is added.
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Matter Partner
Lead-matter health, approvals, submitted time, and conflict attention.
Visible To
- Partner Role - Can be selected as lead partner and review partner-level intake work.
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Compliance Team
Team throughput, open queue, completions, matter creation, and reviewer activity.
Visible To
Everyone can choose this dashboard until a visibility grant is added.