AvailableLast reviewed July 22, 2026
Roles and access
Access is scoped to your firm and shaped by role, so people see what their responsibilities require.
Who this is for: Firm owners and administrators
Every account belongs to a firm and carries a role. Firm tenancy ensures data is isolated between firms, and roles shape what each person can see and do.
Scoped by firm
All queries are scoped to your firm. Staff work inside the firm workspace; clients are limited to their own matter through the portal.
Related guides
Firm settings
Firm settings configure your firm's identity and workspace-wide preferences.
Security and trust
Truidian protects firm data with scoped access, secure authentication, and a traceable record of activity.
The client portal
The secure client portal gives clients a clear, scoped window into the status of their matter.