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Develop and share work

Shared Matters & Firm Access

Keep the team connected to the matter.

Professional plan

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

For example

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