Help Center
Team
Invite colleagues and choose what they can do.
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Invite your team
Send an invitation by email and choose their role and job title.
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Roles and permissions
What owners, admins and members can each do.
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Transfer ownership of a workspace
Hand the workspace to an admin. You become an admin.
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Create another workspace
A second practice or entity, with its own clients, team and billing.
Spend less time chasing. More time doing the work that matters.
Make document collection the easiest part of working with your clients.
Start your free trial
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