Sharing a single case
When you bring in co-counsel or refer one specific matter, you usually don’t want to add them to your firm workspace. Sharing a case gives one external person access to just that case (its hearings, notes, and documents) and nothing else. Sharing lives on the case’s own Collaborators tab, so it’s separate from full workspace membership under Team settings.
Who can share a case?
- The workspace owner can share any case in the workspace.
- The workspace admin can share any case in the workspace.
- The user who created the case can share their own case, regardless of role.
Other roles cannot share cases by default.
Sharing tiers
Pick the tier that matches what the recipient needs to do:
| Tier | They can |
|---|---|
| View | Read the case: hearings, notes, documents, and the rest of its tabs |
| Contribute | Above, plus add hearings, notes, documents, and tasks |
| Full | Above, plus edit the case’s own fields and share it further |
Each tier is a step up in what the collaborator can add or change on the case. Treat Full as a high-trust tier, since it lets the person edit the case itself and bring in other collaborators. Reserve it for co-counsel you’d trust with the same access you have.
Sharing the case
Cases, click the case, and you’re on the case detail page.
Click the Collaborators tab (labelled “Collabs” on narrow screens).
Three ways to add a collaborator:
- Workspace Member: pick an existing teammate and a tier.
- Invite by Phone: a 10-digit Indian mobile number, a tier, and an optional email.
- External Counsel: name, email, and firm, for someone you want to track for billing and attribution but who won’t get any system access (always recorded at View tier).
For phone or email invites, at least one contact method is required; you can supply both.
- If a NyayX user with that mobile/email already exists, the case share is linked to their account right away and they get a pending invite under /invites.
- If no NyayX user exists yet, the share waits in pending state and is auto-linked the moment they register with that mobile or email.
Choose View, Contribute, or Full for the collaborator you’re adding.
An email is sent to the recipient if an email address was given, with an Accept share button. If you only gave a mobile number, no email goes out; they’ll find the invite themselves under /invites once they log in. Until they accept, they have no access to the case, since pending shares don’t grant any permissions. The collaborator shows up in the case’s Collaborators list with an “Invite pending” badge.
After they accept
They can open the case directly from the accept-share link or from their /invites page. From there they see only this one case, not the rest of your workspace.
Their tier is checked on every request they make against the case, so the access boundary holds even if they try to hit an API URL directly rather than clicking through the UI.
Changing or revoking access
Open the case and go to the Collaborators list. For any collaborator:
- Change tier: move them between View, Contribute, and Full. Takes effect on their very next request.
- Remove: revokes their access immediately. They lose all read access to the case, including in search.
Edge cases
- Self-shares are blocked. You cannot share a case with yourself.
- Existing workspace members are blocked. If the recipient is already a member of this workspace, they should access the case via the normal Cases tab instead. NyayX will return an error explaining this if you try.
- Duplicate shares are blocked. You can’t share the same case with the same person twice. Use Change tier if their access needs to change.
- Rejected and expired invites stay visible in the Collaborators list with a “Rejected” or “Invite expired” badge, rather than disappearing, so you can see who never took up an invite.