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Access control

A key sees exactly what its user can see in the Sentinel app, checked on every call.

Every request runs as one Sentinel user. Before returning a matter, a document or a search hit, Sentinel checks that user's access with the same rules the Sentinel app uses.

Matters

Who Can access
Admins Every matter in the firm
Matter owners Matters they own
Assigned users Matters they're currently assigned to (expired or removed assignments don't count)
Anyone else Nothing. The matter answers 404.

GET /matters lists only matters the caller can access. Any endpoint that names a matter or document the caller can't see answers 404, never 403, so a key can't probe which IDs exist.

Removing someone from a matter takes effect on their next request.

Documents

The REST API covers a matter's Discovery documents. A document appears only when all of these hold:

  • The caller can access the matter.
  • The caller is on the matter's Discovery room. If a room's access list leaves someone off, its documents don't exist for them.
  • The document isn't fenced from the caller. Users whose access to a matter is limited never see documents marked attorneys'-eyes-only, in lists, search results or reads.

Sentinel decides these on the server for every request. A caller can't ask to skip them.

Search runs with the caller's restrictions, and every hit is checked again against the same document rules before it's returned. A search can't surface a document the list wouldn't.

Keys keep their role

An API key, including one created by an OAuth sign-in, keeps the role its user had when it was created. If a user's role is reduced, revoke their keys so the change also applies to their integrations. Admins can do that from Firm → Connected apps & API keys.

MCP server

The MCP server checks matter access on every tool call, and refuses every request from an account with limited access to any matter. See MCP server.