Note: Case Groups are a user permissions feature available on enterprise plans only. If you would like access to case groups, please email firstname.lastname@example.org.
Case Groups enable you to designate user access to only specific cases. This feature is designed for use by companies that need to assign matters to different sets of outside attorneys, or within large firms where walled-off access between teams is preferred.
When you create a Case Group User, that user will only have access to cases that are added to the group(s) to which the user has access. For example, say you have a Case Group called "Litigation Team 1", and you add five cases to the group. Users with a case group permissions level who are assigned to "Litigation Team 1" will only be able to access the cases available within that case group.
Note: To work with Case Groups, you will need to be an Account Administrator for your firm. If you do not have this permission status, ask one of the current Account Administrators in your firm to modify your permissions.
To create a Case Group, visit Firm Settings > Case Groups. From there, you can create your first group by clicking the "Create a Case Group" button. Next, give the new group a name. You can then assign specific cases and users to the group:
Please note, only users who have the Case Group permission status can be added to Case Groups. Your existing users are likely Standard Users or Account Administrators - both of which have access to all cases. Consequently, you will need to convert existing users to Case Group Users or create new Case Group users in order to use this feature.
For more information regarding user permission levels, click here.