Quillmoor Lawyers, CarltonWeek of 5 October
Shared documents on SharePoint
6 folders, 8 people.
| Folder | Who can change | Who can delete |
|---|---|---|
| Clients1,204 files | Fee earners | Helen, Jun |
| Who can delete what is written down.Each folder has its own list. For Clients it is Helen and Jun. The new paralegal can still open and change client files. | ||
| Matters 20263,380 files | Fee earners | Helen, Marcus |
| Finance412 files | Helen, Jun | Helen |
| HR96 files | Jun | Helen |
| Templates58 files | Lawyers | Helen, Jun |
| Precedents241 files | Lawyers | Helen, Marcus |
Changes since Friday
- Fri 3:20pmfiled, Finance, Trust account.xlsx
- Fri 4:58pmedited, Templates, Nisha
- Mon 8:47amfiled, Matters 2026, Henley lease.docx
- New files go into the right folder.Files that arrive by email or in Teams are filed by client and matter. This morning's lease draft went into Matters 2026 at 8:47am.
- Mon 9:12amdelete blocked, Clients, new.starter@…
- Every change is on record.Who, what, which folder and when. The blocked delete is the last line.