Team collaboration on matters
Real matters are rarely one person’s job. Open a case as a team with clear roles, keep the discussion on the matter itself, and pull a colleague in the moment you need them — they get access and context instantly.
Single-user or team
Choose how a matter is worked when you open it — and convert a single-user case to a team case at any time.
Clear roles
Every member is a Lead, Collaborator, Reviewer or Assistant, so responsibility is never ambiguous.
Ask for help
Mention any colleague from the matter — they’re added to the team, notified, and can start immediately.
Team discussion
A staff-only feed on the matter for updates and help requests — never visible to the client.
Built for how firms actually work.
- ✓ Team management gated to the lead, supervisors and practice managers
- ✓ Every team member sees the matter — visibility follows the team, not just the assignee
- ✓ Help requests tracked with a “needs help” badge until resolved
- ✓ Office/branch boundaries respected — teams never leak across offices
Why it matters
Open a matter as a team — roles, shared updates, and one-click “ask a colleague for help”.
Every action here is permission-controlled and captured in the append-only audit log — so the firm is protected and the client is reassured.
Explore more of the platform
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