At a glance
Owners
Owners have full control of the firm’s workspace, including everything an Admin can do. Billing and plan. Only an Owner can see billing. On self-serve plans, only an Owner can upgrade, downgrade, or cancel. On Enterprise, Owners manage overage limits and set notifications for usage. Full visibility. Owners can see every Project created in the firm, including private ones.Because Owners can see private Projects and control billing, keep the number of Owners small. Give supervising attorneys who need to publish firm-wide Skills and review usage the Admin role instead.
Admins
Admins run the firm’s shared knowledge and see how the team is using Parley. Skills. Admins publish Skills to the entire organization. They can also review a Member’s personal Skill and publish it firm-wide. Usage visibility. Admins can view detailed usage analytics, which break down usage by matter, along with chat threads both inside and outside of Projects. This is how a firm finds out which work is drawing credits, who is getting the most out of Parley, and where a Skill would save the team repeated effort.Members
Members create and work on Projects, run the Agent, produce drafts, forms, and exhibit packets, and build their own personal Skills. A personal Skill stays with the Member who built it until an Admin reviews and publishes it to the organization. This keeps the firm-wide Skill library curated.Choosing roles
A workable default for most firms:- Owner: the managing attorney, and whoever signs off on spend.
- Admin: supervising attorneys and whoever owns the firm’s templates and standards.
- Member: everyone else doing casework.