Guest Sharing allows organizations to securely share 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.
How to Add a Guest User (Admin Only)
Only admins can create new guest user accounts.
Log in to your CaseScribe account
Go to the lower-left corner of the screen
Click the icon to open the User Management page
Add a new user and enter the user’s first name, last name, and email address
Select the role: Guest User
Send the invitation
How to Share Client Access with Guest Users
Guest access is now managed directly from the Share button inside a case. Both admin and end users can share a client.
To share a case:
Open a case of a certain client.
Click the Share button in the case header near the ASK AI
Select a guest user
Choose the access scope
Make sure to click Add first and click Done.
You can see guest access information in:
The Share button count badge
Client page guest indicators
The Users page under the Access column
Access Scope Options
Just This Case
The guest only has access to the selected case.
Additional options are available:
Assign a saved view
Share specific chats
All Cases for Client
The guest can access every case for the client.
When this option is selected:
Saved view selection is removed
Chat sharing options are removed
Managing Guest Access
Inside the Share modal, you can:
Change guest access scope
Configure shared views and chats
Remove guest access
To remove access:
Open the ⋮ menu beside the guest
Click Remove access
The guest immediately loses access.
Guest Access Rules
Guest users can:
View shared clients and cases
Review documents and facts within their shared scope
Open documents in PDF Viewer
Use Ask AI on shared cases
Comment on facts
Export facts and documents
Guest users cannot:
Create or edit clients, cases, documents, or facts
Upload documents
Access the Users page
Share cases with other users
Important Notes
Guests must accept their invitation email before access works
Guests only see the cases shared with them
Existing guest shares continue to work automatically under the updated sharing system
Watch this video on how guest sharing works in Casescribe: