VakilBoxEach person sees only what their role allows.
Pick from ten roles and set access in a table you can read. We hide restricted files even from partners. When someone leaves, we hand over their files first.
Decide who sees what
Give access by case, team or firm. Hide client identity from clerks and interns.
Pick from ten ready-made roles
Managing partner, partner, associate, junior, clerk, accounts, office admin, intern, of counsel and external expert. Each role comes with sensible defaults for what they can see and do.
Set each permission in a simple table
Each role has 27 permission settings. Your firm can allow, deny or require approval for each one. A person can ask for access and get it for a limited time.
Give access by case, team or firm
Give access to own cases, a team or practice group, the whole firm, named cases only, or one case for a limited time. The database enforces this, not just the screen.
Hide client details from some roles
A clerk or intern sees a client's identity as “Hidden”. Fields meant for named people stay with those people. Reports count restricted files but don't name them.
Keep sensitive matters apart
We hide restricted files from anyone not named on them, partners too.
Restrict a file to named people
Only the people named on a restricted file can see it. We do not add partners automatically.
Give experts and counsel limited access
Give an external expert access to one tagged set of documents. Give of counsel access to named cases only.
Set an end date on access
Give interns and outside people an end date. Their access ends by itself.
Manage devices and people who leave
When someone leaves, we hand over their dates first and wipe their phones.
See every device
We list every phone and tablet with when it last connected. Remove one and it deletes its data the next time it connects.
Remove a person in one click
Ending someone's access starts a guided handover. It can't finish while they still have listed dates. We wipe their devices.
Stop wrong sign-ins
Three wrong passwords lock the account for 15 minutes. Five lock it for an hour. We note a failed sign-in from a new device in the audit log, and we tell the user.
Work together on hearings
Ask a colleague to cover a hearing. Add new members with a temporary password.
Ask a colleague in your firm to cover
Ask a colleague to cover a hearing. They see the request before getting any access to the case.
Add a member with a temporary password
A partner adds a member, and we show a temporary password once. The member must change it at first sign-in. We send nothing by SMS.
What this looks like on a real day
A three-month intern
An intern joins to work on named cases.
Keeping two clients apart
A merger client and a litigation client have a conflict.
Senior counsel for one hearing
You bring in of counsel for a single case.
An associate resigns
Her notice period starts.
These are example stories. The names and matters are made up. The features are real.