How to set matter confidentiality in Quillio
To set matter confidentiality — open the matter, go to Settings, and set the confidentiality level. Three levels: Open (all firm members), Restricted (specified users only), and Sealed (owner and named collaborators only, excluded from firm-wide search). Change levels at any time.
Confidentiality levels
Open — the default for most matters, accessible to all firm members by matter name. Restricted — visible only to users you explicitly add, including the firm admin by default. Sealed — visible only to you and named collaborators, not shown in firm-wide search, and firm admin access requires explicit override with audit logging.
When to use Sealed
Use Sealed for internal partnership disputes, staff grievance matters, matters where a lawyer in the firm is a party or potential conflict, and regulatory matters involving the firm itself. Sealed matters count toward firm quota but are otherwise invisible.
Conflict management
Confidentiality settings integrate with the conflicts check. Sealed matter parties still appear in conflict checks (so you do not unknowingly act against a sealed matter client) but the matter details remain protected.
Step-by-step
- Open the matter. Open the matter you want to restrict.
- Open Settings. Click the gear icon and open Settings.
- Set confidentiality level. Under Confidentiality, select Open, Restricted, or Sealed. For Restricted or Sealed, add specific users.
- Save and confirm. Save the change. The matter disappears from unauthorised users' views immediately. Audit trail records the change.
Common issues
- Sealed matters require owner action to share — plan for access continuity
- Firm-wide search excludes sealed matters — remind users explicitly
- Downgrading from Sealed to Open cannot retrospectively reveal content to past users
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