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.

An email template saves a reusable email setup (name, tokenized subject and message, default recipients, per-category attachment rules), kept in the dashboard's Email templates view. Compose email opens the email in place of the case details, and Open Gmail draft creates a real draft in your own Gmail that you review and send 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. Each person keeps a workspace baseline, and a case can narrow or widen it.

A team belongs to a workspace. You add a teammate to a workspace from Workspace settings, under Team, and set what they can do and see there. The same person can be a workspace admin in one workspace and a restricted teammate in another. The owner holds every workspace, the seats, and billing.

The app communicates through three channels: Gmail drafts you compose and send, automated emails for invites and workspace activity, and in-app bell notifications. You control what reaches your team.