A growing firm's biggest law-office-management problem usually isn't finding software — it's making sure the right people can see the right matters without exposing everything to everyone. CaseDesk's five roles are built around how an Indian firm is actually structured: a Firm Admin manages the organisation, Partners and Associates do the substantive work, Paralegals support it, and Clients get visibility without control.
One workspace, shared by the right people
Multiple people can work the same matter — a partner directing strategy, an associate managing documents, a paralegal handling the Evidence Hub — all inside the same workspace, scoped by role rather than duplicated across separate tools.
Isolation between firms, not just between roles
Beneath the role model, every firm on CaseDesk is a separate tenant. This isn't just an access-control setting — matters and documents are scoped to your organisation at the data layer, so a breach or misconfiguration at another firm can't expose your matters. Read more on the security page.
Client visibility, without losing control of strategy
The Client role is intentionally narrow: read-only status visibility, not access to internal notes or drafts in progress. See client communication best practices for Indian law firms for how firms typically use this.
Frequently asked questions
What roles does CaseDesk support?
Firm Admin, Partner, Associate, Paralegal, and Client — each gating what a person can see and do within a firm's workspaces, enforced on the server rather than just hidden in the interface.
Can a client log in and see their matter?
The Client role gives read-only visibility into a matter's status, so a firm can keep a client informed without exposing internal strategy notes or other clients' matters.
Is one firm's data ever visible to another firm?
No — every firm using CaseDesk is a separate tenant. Matters, documents, and analysis are scoped to your organisation and never shared across firms.