Help Center

1. What types of user roles are available in DISCLOEZY?

DISCLOEZY supports two roles: Administrator and Team Member. Administrators manage users and billing, while Team Members focus on casework and disclosure tasks.

2. What can an Administrator do that others can’t?

Administrators can invite or remove users, manage the subscription, delete client records, and handle overall account settings. Team Members do not have access to these administrative functions.

3. What access does a Team Member have?

Team Members can manage their own client files, request disclosures, review uploaded documents, use AI tools, and share with opposing counsel—but they cannot invite users, delete records, or manage billing.

4. Can I control which team member sees which client files?

Yes. In DISCLOEZY, users only have access to the client files they personally manage. Files are not visible to other team members unless shared by an Administrator.

5. Can I change a user’s role after they’ve been added?

You cannot change roles directly in the platform. If you need to update a user’s role, contact DISCLOEZY support to see how we can assist.

6. Can a user access more than one DISCLOEZY account?

No. A user account is tied to a single firm. Users can only access their assigned account and cannot switch between multiple firms.

7. What happens when a user is removed from the account?

Access is revoked immediately. However, any work done by that user—such as notes, requests, or file activity—remains part of the case record for continuity.