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
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.