How to configure matter types per user
To configure matter types per user, an administrator opens firm settings, selects the user, and toggles the matter types and workflows that appear in the user's menu. This keeps the interface clean — a family lawyer does not need to see commercial lease workflows.
Why per-user matter types matter
Quillio supports dozens of matter types across litigation, property, family, commercial, and regulatory practice. Showing every workflow to every user creates clutter. Per-user configuration means each lawyer sees only the workflows they actually use, which speeds up the day.
How matter types map to workflows
Each matter type (for example, "Family law — consent orders") maps to a set of workflows (draft, review, chronology, research). When you enable a matter type for a user, they get all the workflows associated with it. Advanced administrators can also enable or disable individual workflows.
Role-based defaults
If you do not want to configure each user individually, you can use role-based defaults: set the matter types for "family lawyer", "commercial lawyer", "litigator", and so on, and apply the role to each user. New users picking up a role inherit the default matter types.
Step-by-step
- Open firm settings. An administrator opens "Firm settings" and selects "Users".
- Select the user. Click the user's name and open the "Matter types" tab.
- Toggle matter types. Enable the matter types the user needs, disable the rest. Or apply a role.
- Save. The user's menu updates next time they open Quillio.
Common issues
- A user who needs a one-off workflow can ask an administrator to enable it temporarily
- Role changes apply only to new users by default — existing users keep their current configuration
- Workflows disabled for a user still appear in shared matters if another user created them
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