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.

Each case has two collaborator panels: Team for workspace workers, Clients for external portal users. The scope you pick when adding either is the list of file categories they can see on that case.

Every seat is one of four roles: Owner, Member, Worker, or Client. Owner and Member manage the team and edit cases, Worker works cases (and can be scoped), Client is external and only sees the portal.

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