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🪪 Using Single Sign on

Casefriend Support
  • Updated

Learn how to sign in to Casefriend using Single Sign‑On (SSO) with Microsoft 365 or Google.

Single Sign‑On (SSO) Login

Overview

Casefriend supports both traditional passwords and Single Sign‑On (SSO) using Microsoft 365 or Google.

SSO allows your firm to rely on your existing identity provider to control access. Disabling a user in Microsoft 365 or Google immediately prevents access to Casefriend.

  • Fewer passwords to manage
  • Centralized access control
  • Immediate off‑boarding tied to firm e‑mail

How It Works

  • Authentication is handled by Microsoft 365 or Google
  • Firm security policies, including MFA, are enforced upstream
  • Access is tied directly to the user’s firm e‑mail account

Steps

  1. Navigate to Casefriend
    • Go to app.casefriend.com
  2. Select SSO Provider
    • Choose Sign in with Microsoft or Sign in with Google
  3. Authenticate
    • Enter your firm-managed credentials
    • Complete any MFA prompt if required
  4. Access Casefriend
    • You will be logged in automatically after successful authentication

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💡 PRACTICE TIP

Ensure your firm enforces multi‑factor authentication (MFA) through Microsoft 365 or Google. Casefriend automatically inherits these protections when using SSO.

⚠️ IMPORTANT

Before using SSO, the following must be satisfied:

  • The user must have an e‑mail address hosted by Microsoft 365 or Google
  • The user must be created in Casefriend by a firm administrator
  • The e‑mail address must exactly match the Microsoft or Google account
  • No Casefriend password is required once configured

Caisey

Caisey operates within your authenticated Casefriend session and follows the same access and permission controls enforced through SSO.

When SSO is used, Caisey inherits your firm’s authentication model, ensuring visibility, governance, and alignment with firm security policies.

FAQs

❓ What is Single Sign‑On (SSO) in Casefriend?

SSO allows you to access Casefriend using your Microsoft 365 or Google account instead of a separate password.

❓ When is SSO available?

SSO is available beginning March 27. Firms may use passwords, SSO, or both.

❓ Who can use Single Sign‑On?

Any user with a Microsoft 365 or Google-hosted e‑mail address can use SSO if the account exists in Casefriend and matches exactly.

❓ Do I still need a Casefriend password?

No. When using SSO, Casefriend does not require or store a separate password.

❓ Can our firm use both passwords and SSO?

Yes. Casefriend supports both methods, allowing a phased transition.

Our Commitment to Privacy

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Casefriend is committed to protecting your clients’ information and preserving the integrity of the attorney-client relationship.

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