This update improves guest sharing, multi-organization access, and the overall Facts review experience.
Here’s what’s new:
Improved Guest Sharing
Guest sharing has been redesigned to make access easier to manage and easier to understand.
You can now manage guest access directly from the case-level Share button. The Share button also shows a count when guests have access.
The updated sharing experience includes:
A clearer Add Guest flow inside the Share modal
Inline editing for each guest’s access
Clear options to configure case scope, views, and shared chats
Confirmation messages when a change may remove or expand a guest’s access
Guest access badges on client pages and case cards
A clearer Access column on the Users page showing what each guest can see
We also removed older sharing controls from the client page and user forms to prevent accidental changes.
Multi-Organization Access Support
CaseScribe now better supports users who belong to more than one organization using the same email and password across all organizations.
A user can now be:
A regular team member in one organization
A guest reviewer in another organization
Assigned different roles depending on the organization
Users can switch between organizations without logging out, while each organization’s data remains properly separated.
This is especially helpful for outside reviewers, medical experts, or partner users who work with more than one firm.
Clearer Guest Permissions
Guest users can continue to review shared cases, view facts and documents, comment on facts, use Ask AI in a read-only way, and export facts within their shared scope.
Restricted actions, such as editing facts, uploading documents, changing tags, re-running AI, or managing users, remain blocked for guests.
This helps keep guest access focused, secure, and limited to what was intentionally shared.
Smoother Facts Review Experience
We fixed an issue where clicking Open PDF from a fact card could cause the Facts list to jump, making users lose their place.
Now, when you open a PDF from a fact, the selected fact stays in view across Facts views, including Timeline, Document Review, and Medical / Tag Chronology.
This makes reviewing facts and source documents smoother and less frustrating.
This update is all about clearer sharing, safer access, and a smoother review experience.
— The CaseScribe Team