Invite attorneys and paralegals
Seats, roles, and who can sign off on what.
Open Team in your Pro workspace and invite each person using their own work email. Assign the narrowest role that fits their work: attorneys can review and finalize legal work, while staff roles can collect information and prepare drafts without representing an attorney's approval.
A person should never share another user's login. Individual accounts preserve the audit history showing who viewed, edited, approved, or delivered a document. Removing a team member stops future access without deleting the matter history they created.
Your subscription page shows the seats included and the price of any additional seat before you confirm it. Review access whenever someone changes roles or leaves the firm.