Ethical walls and matter security

Ethical walls are available on Enterprise and during an active trial. Organization admins configure them under Settings → Access and exports.

Groups, allows, and denies

Start with security groups for practices or matter teams. On a case Share tab, add allow or deny rules for groups or individual members. Explicit denies take precedence over allows, assignments, and admin visibility.

Conflict pairs connect two opposing matters. If a person has underlying access to one side, Northdocs blocks the other side and records an access-denial event. Matter names and document counts are filtered before list results are returned.

Use Restrict uncased documents to admins when every working document must enter a controlled matter before members can view it. This closes the default organization-wide access path for documents without a case.

Recommended sequence

1. Define groups.
2. Configure allow and deny rules.
3. Create conflict pairs.
4. Test with representatives from both teams.
5. Verify list and direct-link denials, then test expiry.
6. Review denial events and audit logs.