Bring your team into the matter

You are running the matter. Colleagues have been staffed on it, the whole deal team needs in before the kick-off call, a trainee joins for a hearing, or someone has moved to other work. Who is on the matter decides who can open the client's file, so keep the list as current as the team.

Two questions decide the settings below. Who runs the matter with you? They are Managers. Who works in it? They are Members. If your firm uses teams, a third: is there already a team for these people? Then add the team, not each person.

Add colleagues and teams

1. Open the matter and click the row of avatars at the top right of its overview (Click to view and manage members). Share and then Internal opens the same Manage access list, as does the pencil (Edit access) that appears when you point at the Users box.

   

2. Click Add people or teams…. Teams come first, each with its number of members (point at a team to see who is on it), then People. Type to narrow the list, and pick everyone who should come in; you can pick several at once.

   

   A colleague greyed out with a lock is behind an ethical wall for this matter and cannot be added; see keep a conflicted lawyer out of a matter.

3. Choose the role they get beside the field, Member or Manager, and click Add. Only Managers see the role; anyone else adds people as Members.

   

4. Colleague not on Juristic yet? Choose Invite someone new at the end of the list, enter their Full name and work Email, and click Invite. Only addresses on your own firm's email domain are accepted. Juristic creates their user and invites them to the matter.

See who comes in through a team

5. A team's row says how many members it has. Click the number to see who they are.

   

6. Under People, a chip such as via Project Alpha deal team shows that someone has access through a team. Someone who is on the matter only through a team has their role shown with a lock: point at it to see which team gives it. To change their role or take them off, change the team's role on the matter, or ask your admins to change the team.

   

Give each person and team the right role

7. Click the role next to a person or a team and choose Manager or Member. A team's role applies to everyone on it.

   Role	What they can do on the matter
   Manager	Everything a Member can, and change roles, take people and teams off and edit the matter's layout. When the matter is set to Only managers can delete resources, only Managers can delete work in it.
   Member	Work in every structure, timeline, board and insight in the matter, and add colleagues

   Make at least one other senior lawyer a Manager, so the matter is never locked to one person who is away. The last Manager cannot be made a Member or taken off.

Take people off

8. Click the cross at the end of a person's or a team's row. Taking a team off takes off everyone who was there only through it; people who were also added by name stay.

9. To take yourself off, click the cross on your own row (Leave). A Member who should come off asks one of the matter's Managers.

Share a whole group

The same Manage access list is on a group's page, behind the row of avatars at its top right. Adding a colleague or a team to the group works as on a matter. When you pick a team, Include all matters, now and future decides whether the team's members can open every matter in the group or only the group itself. It starts switched on when the group gives every matter to all its members.

A team that reaches a matter through its group shows on the matter as Through group; change it on the group.

Check the group's access

Open the matter's group and click Edit Group to see how it hands out its matters. Only the group's Managers can change this.

Tips from practice

• Teams for the people who always work together. Ask your admins for a team for the practice group or the deal team, and add the team once instead of the same five names on every matter; see give a practice team access in one go.
• Sharing one piece of work shares the matter. When you share a single timeline or structure with a colleague or a team through Share and Internal, they gain access to the whole matter. To keep work from someone on the team, file it in a matter of its own. See share your work with a colleague.
• Tell people you added them. Unless your admins have switched the e-mails on, colleagues you add by name are not e-mailed; see choose when people are e-mailed about access.
• Leavers from the firm. Taking someone off a matter is for changes in staffing. When a lawyer leaves the firm, your admins offboard them from Juristic as a whole.
• People outside the firm. Clients and other advisers are not added here: give the client access to the matter instead.

Before this: open a matter for new work. Next: start from your firm's templates.