Fee earners and partners
Find a client, matter or person, read where a value came from, and ask for a correction.
Data stewards
Work the match-review queue, decide on duplicates, keep the legal registers true.
Data architects and legal operations
Shape the model, the workflows, the survivorship rules and the match thresholds.
Platform administrators
Roles, ethical walls, connections and settings, and the two-person approvals around them.
The guide is for Datum customers. Choose a role above and you will be asked to sign in with the account your administrator was given.
Every screenshot in this guide shows a synthetic firm, Northgate Wells LLP. No client data is involved.