Collaboration & Team Management

Team Collaboration Overview Whisperit enables seamless collaboration across your legal team with built-in communication and document sharing features.

Inviting Team Members

1. Navigate to Team Settings

2. Click 'Invite Team Member'

3. Enter email address

4. Select role and permissions

5. Send invitation

Role-Based Access Control

• Partner: Full administrative access

• Counsel: Case management and document access

• Associate: Limited matter access

• Support: Administrative support role

Sharing Documents

• Share specific documents or entire cases

• Set time-based access permissions

• Track document access and modifications

• Revoke access instantly

Communication Features

• Matter-specific comments and discussions

• @mentions for team notifications

• Task assignment and tracking

• Real-time collaboration indicators

Best Practices

• Assign appropriate roles to team members

• Use granular permissions for sensitive matters

• Regularly review team access and permissions

• Document all sharing and access decisions

• Maintain clear communication channels