CaseScribe allows one user to belong to multiple organizations using the same email and password. This is called multi-org access.
A user can also have different roles in each organization. For example:
End User in one organization
Guest User in another organization or multiple organizations
Admin in a different organization
This makes it easier for outside reviewers, medical experts, or co-counsel to collaborate with multiple firms without needing separate accounts.
How Multi-Org Access Works
When logging in, users may see an organization picker if they belong to multiple organizations.
Users can also switch organizations anytime from the organization switcher under their profile button.
When switching organizations:
The visible clients and cases update automatically
Permissions are based only on the currently selected organization
Data from one organization does not appear in another organization
Guest User Access
Guest users only see the clients or cases explicitly shared with them.
Guests can:
View shared clients and cases
Review facts and documents within their shared scope
Comment on facts
Use Ask AI on shared cases
View Case Summary in read-only mode
Export facts within their shared scope
Guests cannot:
Add, edit, or delete clients, cases, documents, or facts
Upload documents
Add or remove tags
Use Bulk Edit
Re-run AI tagging or fact grouping
Access the Users page
Share cases with other users
Some restricted actions may be hidden entirely. Others may display a permission message.
Guest View Scope and Filter Visibility
Guest users may see different filtering options depending on how access was shared.
Full Case Access
If no Saved View is applied:
Filter and sorting controls remain visible
Guests can use filters normally within their allowed scope
The Key Facts toggle is visible and functional
View-Scoped Access
If a Saved View is applied during sharing:
Filter and sorting controls are hidden
Guests only see facts included in the shared Saved View
A “Viewing:” chip displays the Saved View name
Ask AI for Guest Users
Guests can use Ask AI on cases shared with them.
They can:
Ask questions about shared case information
Read shared chats
Create their own chats
However, Ask AI will not perform restricted actions for guests, such as creating facts or applying tags.
Data Isolation Between Organizations
CaseScribe keeps organization data separate.
For example:
When active in Org A, users only see Org A data
When active in Org B, users only see Org B data
A guest’s access in one organization does not expose data from another organization.
Removing or Re-Inviting Users
Removing a user from one organization does not remove them from other organizations.
If a guest is removed and later re-invited, their previous shared access will not automatically return. Access must be shared again manually.
Watch this video to understand how multi-org users and guest access works.