Organizations
How organizations work in Vertex — types, settings, members, and limits.
An organization is your workspace in Vertex. It holds your cases, documents, and team members. Every user needs at least one organization to start using Vertex.
Organization Types
When creating an organization, you choose between two types:
Personal
A workspace for individual use.
- Single user only — no team members, no invitations
- No collaboration — files and cases are private to you
- Plans: Free, Standard (₹399/mo), Pro (₹699/mo)
Best for solo practitioners managing their own caseload.
Team
A workspace for multiple users working together.
- Multiple members — invite colleagues and assign roles
- Collaboration — shared cases, documents, and role-based access
- Minimum 2 users on paid plans
- Plans: Starter (₹299/user/mo), Pro (₹559/user/mo), Enterprise (custom)
Best for law firms, litigation teams, and legal departments. See Collaboration for details on inviting members and working together.
Creating an Organization
After completing your profile, you'll be prompted to create your first organization. You can also create additional organizations later from the dashboard.
Required Fields
- Organization Name — 2 to 100 characters (e.g., your firm's name)
- Type — Personal or Team
- Plan — select from available plans (all free during beta)
Optional Fields
- Bio — a short description, up to 500 characters
- Logo — square image (JPEG, PNG, or WebP, max 5 MB)
A unique slug (URL identifier) is generated automatically from the organization name.
Creation Limits
| Limit | |
|---|---|
| Free organizations per user | 1 |
| Paid organizations per user | 5 |
All plans are free during the beta period, but the limit of 1 free organization still applies. Choose your plan carefully if you need multiple workspaces.
Organization Settings
Settings are accessible from Admin → Settings in the sidebar (requires Admin or Owner role).
General Settings
- Name — rename your organization
- Bio — update the description
- Logo — upload or change the organization logo
Members
Manage team members from Admin → Users:
- View all members — see everyone in the organization with their roles (requires Billing role or above)
- Invite members — send email invitations (requires Admin or above)
- Change roles — promote or demote members (requires Admin or above)
- Remove members — remove someone from the organization (requires Admin or above)
When a member is removed:
- Their case assignments and bookmarks are deleted
- File access they had is transferred to the admin who removed them
- They lose access to the organization immediately
See User Roles & Permissions for role details and Collaboration for the full invite workflow.
Billing
View your current plan, usage, and available upgrades from Admin → Billing.
Organization Limits
Each plan has limits on cases, storage, and members:
| Free | Standard | Pro | Starter | Team Pro | Enterprise | |
|---|---|---|---|---|---|---|
| Cases | 10 | 100 | 500 | 200 | 500 | Unlimited |
| Storage | 1 GB | 20 GB | 50 GB | 20 GB | 100 GB | Unlimited |
| Members | 1 | 1 | 1 | 5 | 20 | Unlimited |
| 5/mo | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited |
Additional storage is available at ₹99 per 10 GB on Standard, Pro, Starter, and Team Pro plans.
Switching Organizations
If you belong to multiple organizations, you can switch between them from the sidebar. Each organization is a completely separate workspace with its own cases, files, members, and settings.
Deleting an Organization
Only the Owner can delete an organization, and only paid organizations can be deleted.
Deletion is a soft delete — the organization is marked as deleted and scheduled for permanent removal. Members are notified via email before the organization is permanently deleted.
Deleting an organization removes all cases, files, and member associations. This action cannot be undone after permanent deletion.