Shared Matters & Firm Access

What it is

Professional users can organize and share authorized matter work. Firm owners manage invitations and membership; each member needs their own eligible account.

Why it helps

A shared workspace helps a team keep documents and notes connected while personal research remains private unless intentionally added to shared work.

How it works

1. Set up the firm and invite colleagues through the owner controls.
2. Use shared Matters for the documents and work members are authorized to access.
3. Manage membership as the team changes. Professional is priced per person, not as a bundle of free seats.

For example

A firm owner invites a new colleague, who completes account setup and gains access to authorized shared matter work.