Case Delegates
For the people who run the case when the client cannot.
In personal injury, the client is not always the one who can manage the case. The injury itself is often what takes that away. Case Delegates gives whoever actually runs the case a real place to stand, with the access the firm decides.
When the Client Cannot Act, Someone Has To
Co-clients on a case is one thing. This is the other one: when the injured person needs someone to act for them.
The incapacitated client
A catastrophic injury leaves them unable to manage anything. A spouse or power of attorney steps in.
The minor client
The injured client is a child. A parent or guardian acts on their behalf.
A power of attorney
Someone legally authorized to act for a client who is unavailable or unable.
Co-counsel and family
Another attorney on the matter, or the relative who handles every appointment and message.
Three Levels of Access
Every delegate gets exactly one, set by the firm and changeable any time.
Acting
Full read and writePower of attorney, or the family member handling everything
View only
Sees everything, changes nothingAn adult child keeping watch on an elderly parent’s case
Dormant
Added now, authority laterA successor trustee with no authority until a triggering event
The Firm Always Knows Who Did What
Every message, signed document, and form is attributed to the real person by name and role. The audit trail is built in.
Jane Doe (Power of Attorney)
Case activity
Delegate added
Jane Doe, Power of Attorney
Delegate activated
Promoted to Acting access
Signed document submitted
by Jane Doe (Power of Attorney)
Works the Way Your Firm Practices
Whatever the matter, the people who run the case get the access the firm grants.
Personal Injury
The family member who handles treatment and messages alongside an injured client who cannot.
Family Law
Parents and guardians acting for a minor or a client who cannot act for themselves.
Criminal Defense
Power of attorney holders and family supporting a client who is unavailable.
Trusts and Estates
Executors and successor trustees, including the dormant pattern for delayed authority.
Put the Right People on Every Case
See how Case Delegates fits the way your firm actually works.
Request a DemoFrequently Asked Questions
What is a case delegate?
A case delegate is anyone who needs access to a case but is not the primary client. Common examples are an executor or successor trustee on an estate, a parent or guardian acting for a minor, a power of attorney holder, or a spouse who helps manage everything. The firm adds them to the case and decides exactly how much access they get.
What is the difference between Acting and View only access?
Acting delegates have full read and write access. They can read and send messages, complete forms, and submit signed documents on the case. View only delegates can see everything on the case but cannot make any changes. The firm chooses the right level for each person and can change it at any time.
What does "dormant until activated" mean?
Some delegates need to be on a case before they have any authority to act. A successor trustee, for example, has no authority until a triggering event. A dormant delegate can be added ahead of time and can view the case, but every change is blocked until the firm activates them. Activation takes one click and does not require the delegate to onboard again.
Does adding a delegate make them a client of my firm?
No. A delegate can have authority on a case at your firm while being a client of a different firm entirely. Adding someone as a delegate never adds them to your client roster or changes their relationship with any other firm.
Can a delegate work on cases at more than one firm?
Yes. A delegate uses one app and one identity across every firm where they have access. The app labels which case belongs to which firm so the delegate can move between them without signing out or creating separate accounts.
Can the firm tell which messages and documents came from a delegate?
Yes. Everything a delegate does is attributed to them by name and role wherever it appears, in chat, on signed requests, and in the case activity feed. Every time a delegate is added, changed, activated, or removed, the firm gets an audit entry on the case.