Who should see which case? Access inside a Nepali law firm

A law firm is not one pool of information that everyone should see. A junior advocate needs the cases they are working on. An accountant needs invoices but not privileged notes. A client needs their own file and nothing else. Getting this wrong is not just untidy. It is a confidentiality problem.

Start from the role

Okil gives each person a role: owner, admin, advocate, and staff roles such as clerk, accountant, receptionist and intern. The owner and admins run the firm and invite people. Only the owner creates admins or changes the owner's own role, and ownership moves only through an explicit transfer that asks you to type the firm's name.

Advocates see their own cases

Advocates see the cases assigned to them, together with the clients, tasks, hearings, documents and report figures tied to those cases. Owners and staff see the whole firm. The owner also chooses which areas each member can use (casework, Bahas, reports), so a person can be given exactly what the job needs.

Sensitive cases

A case can be marked sensitive, which only the owner can do. A sensitive case is hidden from everyone except the owner and the people on that case's team, including from staff who would otherwise see the whole firm.

Joining a case part way through

When someone joins a case's team, the firm decides whether they see the full history or only what happens from the day they joined. A member who needs more can ask for it, and the request goes to the people who can approve it. Notes on a case timeline can also be marked private, visible only to their author and never to the client.

When someone leaves

People change firms. Okil records an advocate's last day, moves their cases, tasks and clients to someone else in one step, and produces a signed handover report. Access ends the day after the last day. Their name stays on the history, so the firm's records and billing stay complete. For a shorter absence, a temporary cover person gets access to the absent advocate's clients for those days without ownership changing hands.