Case Delegates Frequently Asked Questions

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.

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.

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.

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.

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.

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.