We are excited to announce a new update that gives team admins more control over the visibility of sensitive financial data. With this latest enhancement, admins now have the ability to show or hide client and matter costs from team members, offering greater flexibility in managing how information is shared within your legal team.

Key Features:

  • Control Over Financial Visibility: Team admins can now decide whether or not to display client and matter costs to individual team members, helping to protect confidential financial data while ensuring that only relevant information is accessible to your team.
  • Improved Customization: This new level of control allows you to tailor your team’s access based on their roles. For example, junior associates or paralegals may not need access to financial details, while senior attorneys and billing staff can have full visibility.
  • Enhanced Security and Efficiency: By restricting access to cost information, you reduce the risk of accidental data exposure, ensuring that sensitive financial details are only available to those who need it. This also helps streamline workflows, as team members can focus on their specific tasks without unnecessary distractions.

Why This Matters

Legal teams often deal with highly confidential financial data, and not every team member needs to see the full financial picture. With this update, your firm can more effectively manage data transparency, ensuring that sensitive costs are only visible to the right people. This improves both security and operational efficiency while offering the flexibility to adapt to your team’s specific needs.

Admins can now easily adjust these settings within the team options. Log into your Chrometa account today to explore this new functionality and ensure your team is working with the right information at the right time.

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