All features
Access & accountability

Team Collaboration

Your team, aligned and accountable.

Role-based access, clear job assignments, and internal commenting — all the collaboration tools a professional firm needs without the overhead of a project management tool.

100%

Job ownership clarity

0

Permission confusion incidents

Team members supported

What's included

Key capabilities

1

Role-based access control

Admins have full access; Viewers can see but not edit; custom roles for different team structures.

2

Job assignments

Assign any job to a specific team member. They get notified and own the work from intake to delivery.

3

Internal comments on jobs

Leave notes, ask questions, and flag issues directly on a job — without email threads or chat clutter.

4

Team management

Invite team members, manage pending invites, update roles, and offboard members — all in one settings screen.

5

Workload visibility

See how many active jobs are assigned to each team member. Balance workloads before deadlines hit.

6

Activity audit trail

Every action by every team member is logged — who changed what, when, and why.

Real-world usage

How teams use this

Practice Owner

Assign junior staff to routine data extraction jobs, senior staff to review and deliver. Monitor progress without micromanaging.

Team Lead

Use internal comments to flag unusual documents without emailing back and forth.

Admin

Onboard a new hire — invite, set role, assign their first 10 jobs — in under 5 minutes.

Full capability list

Everything in Team Collaboration

  • Role-based access control

    Admins have full access; Viewers can see but not edit; custom roles for different team structures.

  • Job assignments

    Assign any job to a specific team member. They get notified and own the work from intake to delivery.

  • Internal comments on jobs

    Leave notes, ask questions, and flag issues directly on a job — without email threads or chat clutter.

  • Team management

    Invite team members, manage pending invites, update roles, and offboard members — all in one settings screen.

  • Workload visibility

    See how many active jobs are assigned to each team member. Balance workloads before deadlines hit.

  • Activity audit trail

    Every action by every team member is logged — who changed what, when, and why.

Ready to put Access & accountability to work?

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Get started with Team Collaboration

Your team, aligned and accountable.