Configuring an Ethical Wall

To protect your client from a conflict of interest, you can use the Ethical Wall feature. This will prevent selected users from viewing a particular matter and any associated files. Users that are restricted will not be able to view any data related to the matter or find this matter under:

• Matters – Cannot view or filter by a restricted matter, this includes running a conflict check.
• Contact – Cannot view or filter client associated with the restricted matter.
• Billing – Cannot view or add any items (time/expense cards, invoices, task, notes, events, tagging an email etc.) for a restricted matter.
• Accounting – Cannot view any transactions or AP bills linked to this matter.
• Reports – Cannot filter by restricted matters. For any viewed/downloaded report including restricted matter data,  the Client-Matter column will only show Secured Client, instead of name or file no.

Granting Ethical Wall Admin Permission

This permission will allow an administrator to restrict certain users from a matter. To assign this permission, an admin user will need to do the following:

For Existing User

1. From the bottom of the left navigation panel, click Account.
2. Atop the Account left navigation, select User Management.
3. From the tabs atop the User Management screen, select User.
4. From the list of users, either double click a user or single click and from the toolbar atop the screen, click Edit.
5. Scroll down to the bottom of the pane and check the box beside Ethical Wall Admin.
6. Click Save.

When Adding a User

1. From the bottom of the left navigation panel, click Account.
2. Atop the Account left navigation, select User Management.
3. From the tabs atop the User Management screen, select User.
4. From the toolbar atop the screen, click Add.
5. After completing the relevant fields, scroll down to the bottom of the pane and check the box beside Ethical Wall Admin.
6. Click Save.

Matter Level Ethical Wall Access

Note: User will need Ethical Wall Admin permission to access the Ethical Wall tab within a Matter’s settings.

To access a matter’s Ethical Wall settings:

1. From the left navigation panel, click Matters.
2. On the Matters screen, double-click a matter to select it.
3. Scroll down to the matter’s details and from the tabs in the section, click Settings.
4. From the tabs atop the Settings area, click Ethical Wall.
5. By default, Set Ethical Wall for this Matter is set to Everyone.
6. To restrict certain users from access to this matter, click the radio button beside Custom.
7. From the list of Allowed users, click on the users you want to restrict.
8. Click on the > arrow to move the user to the Restricted list.
9. Once you have completed your selection, click Save. The restricted users will not have access to this matter.