This article discusses how roles function in Lead Docket, and gives an overview of Lead Docket’s standard roles.
In Lead Docket, roles act as labels that help identify and distinguish between users, and typically correspond to a position in your organization. Each user can be assigned one or multiple roles, depending on the scope of their position. If a user has not been assigned any roles, they will still have general access to Lead Docket, which allows them to create and view leads.
Roles also impact how and when you can associate a user with a lead. Admins can choose which roles they want to associate with leads when leads reach a given status. Once a role is associated with a lead, the user with that role can receive tasks and messages for that lead.
Admins can assign roles to users and edit the roles that appear on lead statuses.
More Role Functionalities
Roles also appear in these areas of Lead Docket:
- Message Templates: When creating a message template, you can select which role the message will be sent from.
- Task Templates: When creating a task template, you can select which role the task will be assigned to.
- Reports: Certain reports are contingent upon roles, like the Revenue by Attorney report and Stats by Role report.
Lead Docket’s standard roles are designed for personal injury law firms. New accounts automatically include the following roles:
- Attorney: Associated with revenue and used in certain reports, like the Revenue by Attorney report
- Intake: Assigned to all leads at creation
- Paralegal: Can be associated with leads as the assigned paralegal
- Investigator: Can be associated with leads as the assigned investigator
Admins can customize these roles in Manage > Roles. Learn how to customize roles.
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