CaseScribe allows one user to belong to more than one organization at the same time. This is called multi-org access.
A user can have a different role in each organization while using the same email and password. For example, the same person may be:
An End User in their own firm
A Guest in another firm or multiple organization
An Admin in a different organization
This makes it easier for outside reviewers, medical experts, co-counsel, or consultants to collaborate with multiple firms using the same email address.
What Is a Multi-Org User?
A multi-org user is a person whose email address is connected to more than one CaseScribe organization.
Before this feature, one email address could only belong to one organization. Now, the same user can be invited to another organization without creating a separate account.
For example, a medical expert may be a regular team member at one law firm and also be invited as a guest reviewer for another firm.
How Organization Access Works
CaseScribe uses the user’s active organization to determine what they can see and do.
When a user logs in or switches organizations, CaseScribe only shows data from the selected organization.
This means:
Org A data stays separate from Org B data
A user’s role in one organization does not apply to another organization
Guest access in one organization does not expose data from another organization
Switching Between Organizations
If a user belongs to multiple organizations, they may see an organization picker during login.
After logging in, they can also switch organizations from the sidebar without logging out.
When switching organizations:
The active organization changes
The visible clients, cases, and permissions update
The user’s role is applied based only on the selected organization
Example Scenario
A user may have:
End User access in Firm A
Guest access in Firm B
When active in Firm A, the user can access Firm A based on their End User permissions.
When active in Firm B, the user only sees the specific client or case shared with them as a Guest.
What Guest Users Can Do
In an organization where the user is a Guest, they can only access the information shared with them.
Guests can:
View shared clients
View shared cases
View facts within their shared scope
View documents in shared cases
Comment on facts
Use Ask AI on shared cases
Create their own AI chats
View shared chats
View Case Summary in read-only mode
Export facts within their shared scope
Switch between organizations they belong to
What Guest Users Cannot Do
Guest users cannot:
Add, edit, or delete clients
Add, edit, or delete cases
Upload documents
Add, edit, or delete documents
Add, edit, or delete facts
Hide, unhide, verify, or unverify documents or facts
Mark facts as Key Facts
Add or remove tags
Use Bulk Edit
Save, edit, or delete custom views
Re-run AI tagging or fact grouping
Add facts from Global Search, the Documents tab, or the PDF viewer
Access the Users management page
Share the case with another guest
If a guest tries to access something they are not allowed to use, the option should usually be hidden. In some cases, they may see a permission message instead.
Guest Access and Ask AI
Guests can use Ask AI on cases shared with them.
They can:
Ask questions about shared case information
Read shared chats
Create new chats
Receive AI responses based on their available information
However, Ask AI will not perform restricted actions for guests. For example, it should not create facts or apply tags on behalf of a guest user.
Exporting Facts as a Guest
Guests may export facts, but only within their shared access scope.
For example:
If a guest only has access to one case, the export should only include facts from that case
If a saved view limits what facts they can see, the export should follow that scope
Guest exports should not include facts from other clients, cases, or organizations.
Data Isolation Between Organizations
CaseScribe keeps each organization’s data separate.
A user who belongs to multiple organizations should only see data from the organization they are currently using.
For example:
When active in Org A, the user should only see Org A data
When active in Org B, the user should only see Org B data
Direct links to clients or cases from another organization should not expose that data
This is especially important when a user is a full team member in one organization and a guest in another.
Removing a Multi-Org User
Removing a user from one organization does not automatically remove them from another organization.
For example:
If a user is removed from Org A, they may still keep guest access in Org B
If the user is later removed from Org B as well, they may no longer have any organization access
Each organization’s membership is managed separately.
Re-Inviting a Removed User
If a guest is removed from an organization and later re-invited, their old shared access should not automatically return.
The organization must explicitly share the client or case again.
This protects client data and prevents old access from being restored unintentionally.
Summary
Multi-org access allows one user to work across multiple CaseScribe organizations using the same email address. Their role and permissions are applied separately in each organization. Guests can review shared information, comment, use Ask AI, and export facts within scope, but they cannot perform editing or administrative actions. Data remains isolated between organizations at all times.