Team collaboration.
Add team members, configure permissions, and work together on cases.
Adding team members
Invite co-counsel, paralegals, and staff to collaborate on cases in your organization.
Inviting team members
- Go to Settings → Team from the dashboard
- Click "Invite member"
- Enter their email address
- Select their role (see Roles and permissions below)
- Optionally grant access to specific cases
- Send the invitation
What they'll receive
Invited members get an email with:
- Welcome message explaining Family Evidence
- Secure link to create their account
- Your organization and role assignment
- Cases they have access to (if specified)
Pro tip: Team members on Firm and Enterprise plans don't count against case limits — you can add as many as your plan allows.
Roles and permissions
Control what each team member can see and do with role-based access control.
Available roles
Owner
Full control over the organization, billing, and all cases.
- Manage subscription and billing
- Add or remove team members
- Access all cases
- Configure organization settings
Admin
Manage team and cases, but not billing.
- Invite and manage team members
- Create and manage cases
- Export evidence
- Cannot access billing
Attorney
Full case access for assigned matters.
- Create and manage assigned cases
- Invite clients to cases
- Upload and export evidence
- Add attorney notes
Paralegal
Work on assigned cases with limited admin access.
- View and upload evidence
- Export packages
- Cannot create cases
- Cannot invite clients
Viewer
Read-only access to assigned cases.
- View evidence
- Download files
- Cannot upload or modify
Permission matrix
| Action | Owner | Admin | Attorney | Paralegal | Viewer |
|---|---|---|---|---|---|
| Manage billing | Yes | — | — | — | — |
| Manage team | Yes | Yes | — | — | — |
| Create cases | Yes | Yes | Yes | — | — |
| Invite clients | Yes | Yes | Yes | — | — |
| Upload evidence | Yes | Yes | Yes | Yes | — |
| View evidence | Yes | Yes | Yes | Yes | Yes |
Collaboration features
Work together effectively with real-time updates and communication tools.
Activity feed
Stay informed about case activity:
- New evidence uploads
- Client activity
- Exports generated
- Team member actions
Notifications
Configure how you receive updates:
- Email: Daily digest or real-time
- In-app: Bell icon notifications
- Push: Mobile app notifications
Attorney notes
Add private annotations to evidence:
- Notes visible only to attorneys and admins
- Not included in exports by default
- Perfect for case strategy notes
- Searchable within the case
Case assignment
Assign team members to specific cases:
- Open the case settings
- Go to "Team access"
- Add team members with their role
- They'll receive access immediately