Firm-directed access
Authorized administrators assign users, roles, and case responsibilities so visibility follows the firm’s working structure.
Data governance and control
Coordinate firm access, retention, and authorized-use decisions through documented governance practices.
What it does
A practical part of the firm’s workflow.
PlaintiffDesk is intended to help the firm govern its work through its own access, retention, and authorized-use decisions. The firm’s written agreement, applicable law, and documented policies remain the authoritative source for specific rights, responsibilities, retention periods, and request procedures.
Lifecycle decisions
The firm identifies the procedures that apply when matters close, responsibilities change, records must be retained, or information should no longer remain active.
Agreement-defined use boundaries
The applicable agreement and privacy terms define how customer information may be used, retained, exported, corrected, or deleted.
How it works
What the team can expect.
Document the firm’s rules
Identify access owners, sensitive matter practices, retention requirements, and the people authorized to make lifecycle decisions.
Apply the rules to the workspace
Configure roles, assignments, case access, and administrative responsibilities around those decisions.
Review changes and requests
Revisit access as teams change and follow the applicable written process for retention, correction, export, or deletion requests.
Bring this workflow into one system.
Coordinate access and lifecycle decisions through the firm’s documented governance practices.