Sharing & Team

The portal at /portal is where Clients sign in to see the cases shared with them, scoped to granted file categories, where they fill exposed forms and electronically sign documents.

A send template saves a reusable share config (name, tokenized subject, default body, per-category source rules), and using one composes a real Gmail draft in your own mailbox that you review and click Send on yourself.

Everyone on a case appears as a row of avatars at the top of the case. Click someone to edit what they can see, manage their forms, or remove them. Add people from the case menu. Each person has a baseline access set from the dashboard Team view, and adding them to a case can narrow or widen that baseline just for this case.

Everyone you invite is a teammate; what varies is their privileges. Grant the workspace-admin privilege to teammates who manage the team, set per-teammate capabilities, and use the access checklist to control which file categories and case-data fields each person sees. Clients are external seats that only see the portal.

Three channels: Gmail drafts you review and send yourself, real emails the app sends for invites and billing, and in-app bell notifications for case activity. Only the real-email channel leaves the app automatically.