Open the client, click the Client Settings (cog) button, and add them under Collaborators. Sharing puts the file on a colleague’s working list, useful for a clerk covering your appearances, or a co-counsel on the same matter.
- Open the client and click Client Settings at the top of the page.
- Click Add in the Collaborators section and pick a firm member.
- Choose a role: Working on it (the matter lands on their list and they get its match alerts) or Keeping an eye (on their list, but the alerts keep going to you alone).
- Click Add collaborator.
They get a notification, the client appears in their list straight away, and the matter’s court dates, events and tasks join their Home agenda, calendar and global search.
What sharing does and does not control
Inside a firm, any member can open and edit any of the firm’s files, shared or not. Sharing is attention, not permission: it decides whose list a matter appears on and who gets told when it moves. Don’t treat it as a privacy wall between colleagues: a matter that must be genuinely walled off cannot live in a shared firm.
Stopping or changing a share
Remove a collaborator from the Collaborators section, or via the × on their row in the header’s Sharing chip. They are notified, and you can re-share at any time. Change a role with the dropdown on their row. In the client list, a grey group icon next to a name means you share that matter (hover to see who); the blue version means someone shared it with you.
Sharing many matters at once
Tick several clients in the list (hover a row for its checkbox) and click Share in the action bar that appears. For a whole caseload, open /share-matters/<their username>: pick a role, tick the matters, and click Share N matters. Already-shared matters are skipped, and the colleague gets one notification for the batch.
Handing a file over for good
Sharing keeps the file yours. To move conduct entirely, use Hand off: see How do I hand a client file over to a colleague?.
When a colleague imports someone you act for
Their import preview flags the row and defaults to Use the existing file: nothing is created, your matter simply joins their working list, and you get one notification saying who joined which of your files. If they import a duplicate anyway, a firm admin can merge the pair from the firm console’s Duplicates page.
Note: only the client’s current owner and firm admins (Owner, Co-Owner, Admin) can manage collaborators or delete a matter.