In the Role Assignment settings, you can decide if certain roles (Attorney, Investigator, Paralegal) are required, not required, or optional for each status. See the 11 statuses.
Change Role Assignments
To navigate to role assignments, select Manage > Settings from the left-hand navigation menu. In Settings, click the Role Assignment section from the top bar.
In the Role Assignments section, find the role and status you want to change and select the desired option from the dropdown.