Guest Sharing allows organizations to securely share access to specific clients or cases with external collaborators, such as medical experts, co-counsel, or consultants.
Guest users only see the clients and cases explicitly shared with them.
What Changed in Guest Sharing
Guest Sharing has been redesigned to make access management more secure, easier to understand, and more consistent across the platform.
Removed Features
The following older sharing methods are no longer used:
The Share Access button on the client page
The Who has access field inside the Edit Client drawer
The Visible Clients field in Add/Edit User forms
The Visible Clients section on the user details page
All sharing is now managed directly at the case level.
New Guest Sharing Experience
Share Access From the Case Header
Each case now includes a Share button in the case header.
If guest users already have access, the button displays a count badge (example: Share · 2)
Clicking the button opens the sharing modal
This is now the primary place to manage guest access.
How to Add a Guest to a Case
Step 1: Open the Share Modal
Open a case
Click the Share button in the case header
Step 2: Use the “Add Guest” Panel
The modal includes separate controls for:
Guest user selection
Access scope
Saved views
Shared chats
Step 3: Choose the Access Scope
You can choose between:
Just This Case
The guest only has access to the current case.
Additional options become available:
Select a custom view
Share specific chats
All Cases for Client
The guest can access every case for the client.
When this option is selected:
View selection disappears
Chat sharing disappears
This is expected behavior.
Step 4: Click Add
After selecting the guest and options:
Click the Add [Guest Name] button
The guest will appear under People with access
Managing Existing Guest Access
Each guest access row inside the Share modal can be managed directly.
Change Access Scope
You can:
Narrow access from all cases to one case
Expand access from one case to all cases
Move access from one case to another
When making these changes, CaseScribe displays a confirmation dialog explaining exactly what access will change.
Configure Views and Chats
For case-scoped access, you can:
Assign saved views
Share specific chats
Use the ⋮ menu → Configure view & chats option.
Remove Access
To revoke access:
Open the ⋮ menu beside the guest
Select Remove access
The guest immediately loses access to that case or client scope.
Guest Access Indicators
Client Page
The client page now displays:
A line showing how many guests have access
A popover listing all guest shares
Share badges on case cards
Users Page
The Users page now includes an Access column showing what each guest can see.
Examples:
Smith, John · Knee MRI
Smith, John · Full client
Hovering over access chips shows additional details.
User Detail Page
The guest user profile displays access chips showing:
Client access
Case scope
Shared views
Chat sharing
Access can also be removed directly from this page.
Important Guest Sharing Rules
Guests Can Only Access Shared Cases
Guest users:
Cannot create clients
Cannot view the organization’s full user directory
Cannot access cases that were not shared with them
Guests Must Accept Their Invitation First
A guest user cannot receive access until:
Their account has been created
They have accepted the invitation email
Existing Guest Access Still Works
Any guest access created before this update continues to work.
Older full-client shares automatically appear under the new sharing system without needing to be recreated.
Logging In as a Guest User
Guest users continue to see only the cases shared with them.
Examples:
A case-scoped guest only sees that single case
A full-client guest sees all cases for the client
Summary
Guest Sharing allows organizations to securely collaborate with external users while controlling exactly what they can access. Sharing is now managed directly from the case-level Share button, with improved visibility, scope management, and access controls across the platform.