Do you need to get access to one of the matters in your organization?
Navigate to "Firm Matters" in the filter icon
- Green matter names are fully shared with you
- Blue matter names are "view only" with a limited menu
- "Request Access"
- or "Create Group"
- A member with full access needs to "Share Matter" with another user
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Step-by-step
Create Group
- Flashing Triangle
Request Access
- Firm Matters
- Request access
Step 2: Grant Access
All members of the matter will receive a notification with step-by-step instructions
Example Email:
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