Sophisticated access control and secure sharing functionality enables controlled document distribution while maintaining security and confidentiality.

All documents in Briefcase have granular access controls:

Document-Level Permissions

• View Only: User can view document but cannot download or print
• Download/Print: User can download document and print copies
• Edit: User can modify document (primarily for collaborative documents)
• Delete: User can remove document from Briefcase
• Share: User can grant access to additional people

Role-Based Access Control

• Firm Administrator: Full access to all documents and access control management
• Practice Area Partner: Full access to practice area documents
• Attorney: Access limited to matters and practice areas to which assigned
• Paralegal: Access limited to matters and practice areas to which assigned
• Client: Access limited to client-visible documents in client portal

Confidentiality-Based Access Control

• Work Product: Accessible only to firm attorneys and designated staff (never visible to clients)
• Attorney Confidential: Accessible only to specified attorneys (not to all firm attorneys)
• Client Confidential: Accessible to assigned firm team members and designated client contacts
• Firm Confidential: Accessible to all firm personnel but not to external parties or clients

Documents classified as attorney work product are automatically excluded from client visibility:

• Classification: Automatic identification of attorney work product based on document content and creation context
• Client Portal Exclusion: Work product documents never appear in client portal, even if client has general matter access
• Privilege Log Documentation: All work product documents can be compiled into privilege logs for litigation responses
• Inadvertent Disclosure Recovery: If work product is inadvertently disclosed (email sent to client), system provides audit trail and privilege assertion guidance

Client Portal Features

• Secure Access: Clients access documents through secure portal with authentication requirements
• Document Visibility Control: Firm specifies which documents are visible to each client
• Comment Functionality: Clients can comment on shared documents without access to underlying work product
• Download Control: Firm can permit or restrict client download of shared documents
• Print Control: Firm can permit or restrict client printing of shared documents
• Expiration Control: Firm can set document expiration dates after which clients cannot access specific documents

Secure Document Sharing with External Parties

For sharing with outside counsel, experts, or other external parties:

• Time-Limited Sharing Links: Generation of secure sharing links with specified expiration dates
• Password Protection: Optional password protection for sharing links
• Access Logging: Complete audit trail of who accessed shared documents and when
• Download Restriction: Option to prevent downloading while permitting viewing
• Print Restriction: Option to prevent printing even if download is permitted
• Revocation Capability: Ability to revoke access to previously shared documents

For team-based document collaboration:

• Collaborative Commenting: Multiple users comment on documents with reply threading and resolution workflows
• Change Tracking: For documents edited by multiple users, change tracking shows modifications with user identification and timestamp
• Version Control: Previous versions remain accessible, enabling recovery or comparison with earlier states
• Task Integration: Comments can create tasks assigned to team members for follow-up actions