Teams and Organizations

Setting up your organization

The Firm plan includes Organizations — shared workspaces where your team can access the same documents and settings. When you subscribe to Firm, you can create an organization (or use the one created for you) and give it a name. That organization becomes the workspace for invited members.

Only Firm plan subscribers can create and use organizations. Starter and Professional are single-seat plans.

Inviting team members

From Settings (or the organization section), use Invite member and enter the colleague’s email. They receive an invitation email with a link to join. Until they accept, they do not count toward your seat limit. After they join, they can see and work with documents in the organization according to the permissions you configure.

Invitations can be resent or revoked from the same settings area.

Managing seats

The Firm plan includes 3 seats by default. Each active member (who has accepted an invite) uses one seat. You can add more seats for an extra fee (see Billing and Plans). If you hit the seat limit, you must remove a member or add seats before inviting someone new. Removing a member frees a seat immediately.

How shared documents work

Documents uploaded or analyzed within the organization are shared with all members of that organization. Everyone in the org can see the document list, open analyses, and use chat for those documents. There is no per-document sharing with external users; sharing is at the organization level. Folders and search work the same as for a single user, but across the org’s documents.

If a member leaves the organization, they lose access to org documents. The documents remain in the org for the remaining members.