Roles & ethical walls

Assignment-scoped access: staff see the files they're on, not the whole book.

Law firms don't just need to keep other firms out; they need internal separation. Acceltra's roles include assignment-scoped access: a paralegal sees the leads and matters assigned to them, and the records that follow those files, while firm-wide roles see everything.

How it works

01

Scope follows assignment

Notes, matter details, escalations, and client records inherit the assignment scope, so the wall covers the file, not just the card.

02

Clean offboarding

Disabling a seat revokes access immediately, releases their assignments back to the team, and blocks stale sessions from refreshing in.

Goes well with

Assignment & routing

Every lead has one owner: visible, accountable, and re-assignable.

Firm-level isolation

Your firm's data is isolated at the database layer, not by app code alone.

See it live on your site.

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