DemoDemo environment — no real client or case data should be uploaded.
AM

Demo Walkthrough

A guided 8-step script to demonstrate multi-tenant isolation, role-based access, and the private AI knowledge model.

Current demo state

Signed in as
Abdullah Al-Moshyari
Managing Partner
Active office
Abdullah Al-Moshyari Advocates & Legal Consultants
Riyadh, KSA
Tenant switching
Locked (tenant-isolated)
Office data scope
8 matters in this office
4 matters hidden in other tenants
AM
Abdullah Al-Moshyari Advocates & Legal Consultants
Riyadh, KSAFirm Pro
6
Users
8
Matters
142 GB
Storage
Practice: Litigation • Corporate & Commercial • Employment
GL
Gulf Legal Partners
Dubai, UAEEnterprise
4
Users
4
Matters
318 GB
Storage
Practice: Mergers & Acquisitions • Corporate & Commercial • Intellectual Property
1

Sign in as Platform Super Admin

The platform operator can see both legal offices side-by-side, but never reads case content. Office switching is logged as break-glass access.

Proves: Two tenants exist and are managed independently.
Switch to Platform Operator
2

Enter Abdullah Al-Moshyari Advocates

Switch to Huda Al-Salem (Office Admin). She can see all firm matters, manage users, and approve invitations.

Proves: Office Admins manage users and roles inside their tenant only.
Become Huda — Office Admin
3

Review lawyer assignments

From Lawyer Assignments, view who is staffed across each matter. Try the assignment dialog from any matter detail page.

Proves: Assignment changes are captured with reasons and audit trail.
Open Lawyer Assignments
4

Switch to Faisal Al-Harbi (Lawyer)

Faisal only sees the matters where he is on the team. Try opening a matter he is NOT assigned to (e.g. M&A Due Diligence) — you'll get a professional access-restricted screen.

Proves: Assignment-based access control is enforced inside the tenant.
Become Faisal — Lawyer
5

Import historical case files

Open Data Import as Office Admin. Documents are classified by AI but require human approval before they enter the office's private knowledge base.

Proves: AI never auto-ingests sensitive legal data — humans review first.
Open Data Import
6

Approve into the AI Knowledge Base

Approved items become retrieval context for this office only. CounselOS does not train shared models on confidential legal data.

Proves: Private, tenant-scoped retrieval (not training).
Open Knowledge Base
7

Use the AI Assistant on a matter

Open a matter you have access to. The AI panel can be scoped to this case, this client, or the office's approved knowledge — never another office.

Proves: AI scope is tenant-private and matter-aware.
Open AI Assistant
8

Switch to Gulf Legal Partners — prove isolation

Become Aisha Rahman (Office Admin, second tenant). Notice every list — clients, matters, documents, knowledge, audit logs — is completely different. Al-Moshyari data is invisible.

Proves: Strict tenant isolation across users, matters, docs, AI memory, and audit.
Become Aisha — GLP Office Admin
All data is mocked. No external AI calls, no database, no payments — every interaction you see is local to this demo. Real deployments will be backed by per-tenant RLS, audit-logged AI retrieval, and SOC-style access controls.