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Team Collaboration
Work together on matters with your team members.
Assigning Team Members
Multiple attorneys and staff can work together on matters:
- Open the matter you want to share
- Click Edit to modify the matter
- Add team members in the Assigned Attorneys section
- Save your changes
What Team Members Can Do
- View matter details and notes
- Add events linked to the matter
- Create invoices for the matter
- Update matter status
Event Attendees
When scheduling events for a matter, add team members as attendees so they receive reminder emails about court dates and meetings.