Don't overshare.
With smart access controls.
Set role-based permissions across clients, contacts and matters.
Create default access rules for each role, then refine them down to individual records when needed. Your team sees exactly what they need, nothing more.
Whether you're restricting access to sensitive client information, financial data or specific matters, Tessaract gives you complete control over who can see, edit and manage information. Permissions can be tailored to support different teams, departments and responsibilities, helping you protect confidential data while maintaining a seamless user experience.
Precision, down to a single document
Give users visibility of a single document or specific information without exposing the entire file. Ideal for trainees, external collaborators or sensitive matters.
Protect sensitive financial data
Keep financial information secure and visible only to the right people.
Users with finance permissions can access dedicated financial data within records, while others are restricted automatically.
One source of truth, fully secured
Maintain a connected view of clients, matters and contacts, without compromising access control.
Everything is linked, but always governed by the permissions you define.
Permissions that carry across your systems
Tessaract integrates with your document management systems to keep access consistent.
Permissions set in Tessaract are mirrored in platforms like SharePoint and NetDocuments, ensuring secure, synchronised access across your environment.
Ready to set your access permissions?
See how Tessaract helps you protect sensitive data, simplify permissions and give your team the right level of access every time.
Want more compliance tools to keep you on track?
Legal tech insights from the Tessaract team
Is technology becoming a deciding factor for potential employees?
Recruiting and retaining talent remains a persistent challenge for mid-size law firms. They are competing with larger firms that can often offer higher salaries, structured career progression, and more established remote working options.
What processes are mid-market law firms automating and where should you start?
One of the greatest benefits of modernising your practice management software is the ability to automate more processes across your firm. Automation helps streamline operations, eliminate workarounds, and reduce manual tasks that otherwise occupy fee earners and support staff’s precious and often, expensive time.
Building the perfect tech ecosystem: Why a best-of-breed stack often beats the all-in-one myth
It’s easy to understand the appeal of the one ring to rule them all software: one partner, one login, one support contact, one magic piece of kit that delivers everything you ever wanted…
The hidden cost of workarounds. How legacy legal practice management systems are quietly holding your law firm back
A workaround is a temporary fix to a process that's been used by permanent staff for years. It’s when three systems, two spreadsheets and a very patient person do the job of one piece of software.
Beyond features: How to choose legal practice management software that delivers real outcomes
When it’s time to choose a new Practice Management System (PMS), it’s tempting to start with a checklist of features. Every demo looks impressive, every vendor promises the world — and before long, you’re comparing dashboards instead of results.
Is your legal Practice Management Software holding your SME law firm back? 16 questions to make sure your PMS is pulling its weight
Before diving headlong into new legal practice management software, it’s probably a good idea to first gauge if your PMS is in line with modern standards and expectations to highlight any glaring challenges worth worrying about.
Essential types of analytics and reports for your law firm's success
According to “Big Data: The Management Revolution” by Andrew AcAfee and Erik Brynjolfsson, the success of a business depends largely on how it is able to collect, process and interpret data from a multitude of sources. Due to this, organisations are now using technological tools to explore how their data can be used for good. One such essential technological tool in the legal industry is analytics and reports.
Demystifying data migration, it’s not as scary as you might think
In our discussions with SME firm leaders, nervousness around the daunting challenge of data migration–or so it is perceived to be–is often the reason given for not considering a move away from a legacy legal Practice Management System (PMS) to a cloud-native solution.
The true cost of failing to be cloud-first
Digital transformation through a cloud-first strategy is now essential for law firms to stay competitive and grow their businesses, says Mike Hinchliffe, General Manager EMEA at Tessaract
The fundamental guide to client onboarding
A precursive report found that 82% of organisations believe their onboarding approach to be a value driver. Meanwhile, 74% have a dedicated team for customer onboarding. In the same report, over half of the survey respondents said they believe improving their client onboarding process will enhance the enterprise's overall performance.