New Subscribers

When you sign up to use CasePortal as a new subscriber, we automatically create a firm and an office for your account.

Your firm name is your company name. Your office name may be called anything you like.

You can have more than one office, but you must have at least one office.

The diagram above illustrates the relationship between firms and offices, which applies to all subscriber accounts.

Most subscribers like to name their offices geographically. For example [Firm Name] - Los Angeles.

Companies with distributed workforces or centralized business functions may prefer to use a departmental approach to naming and organizing offices. For example [Firm Name] - Accounting Dept.

The naming convention doesn’t matter all that much, but you should first seek to understand how users relate to offices, and how subscriptions and coverage may be limited between offices (depending on your pricing plan) before you go too far in the office organization process.

The diagram above illustrates the relationship between offices and users.
 

For Subscribers on Small and Regular Pricing Plans

 
Small and Regular Pricing Plans allow individual offices to subscribe to as many individual CNS Reports as they wish.
 
The diagram above illustrates how different offices that belong to the same firm have their own subscriptions.
 
Users can only view cases and reports that are covered by the subscription(s) their office pays for. 
 
The diagram above illustrates the limitations of individual user access to subscriptions owned and paid for by other offices within their firm. 
 

For Subscribers on Jumbo (aka "Firmwide") Pricing Plans

Jumbo Pricing Plans include access to all available subscriptions for all offices within a firm.

This means that a user associated with one office can access the same subscriptions and alerts as a user associated with another office.

The diagram above illustrates how office-level limitations to subscriptions do not apply when a firm subscribes to a jumbo (aka "firmwide") plan.

Current Subscribers

If you were migrated to CasePortal from our legacy platform, CNS Plus, then you may discover there are already offices associated with your firm, and users associated with those offices.

If you have firm admin permission, you can reassign existing users to existing offices however you like.

If you would like to rename or delete offices, please contact our subscriber support team.