Understanding Workspaces

Workspaces in Whisperit provide a centralized hub for managing your team's legal work, collaboration tools, and integrations. This guide introduces the key workspace features and how they help your team work more efficiently.

What are Workspaces?

A workspace is your team's dedicated environment in Whisperit where you can:

• Manage team members and permissions

• Configure document layouts for consistent formatting

• Set up API integrations for workflow automation

• Control access to cases, documents, and templates

• Customize settings for your organization's needs

Key Workspace Components

Workspace Management

The Workspace Management section is your control center for connections, permissions, and settings. Access it from the workspace menu in the left sidebar to manage your team's configuration.

Document Layouts

Document Layouts allow you to create standardized templates for legal documents. Upload custom templates to ensure consistent formatting across your firm's work product. This feature helps maintain professional standards and saves time on document preparation.

API Tools

API Tools enable you to connect Whisperit with your existing legal tech stack. Create custom integrations to automate workflows, sync data with other systems, and extend Whisperit's capabilities to match your firm's processes.

Accessing Workspace Features

To access workspace features:

1. Click on the Workspace menu item in the left sidebar

2. Select Management to view the workspace overview

3. Choose Document Layouts or API Tools from the submenu

4. Configure settings based on your team's needs

Who Can Manage Workspaces?

Workspace management capabilities depend on your role and permissions within the organization. Administrators typically have full access to workspace settings, while other users may have limited permissions based on their role.

Best Practices

Organize your workspace structure Plan your workspace organization before inviting team members. Define clear roles and permissions to maintain security and workflow efficiency.

Standardize with document layouts Create document layouts for frequently used legal documents to ensure consistency across your team's work.

Leverage API integrations Connect Whisperit with your practice management system, document storage, and other tools to create a seamless workflow.

Regularly review permissions Periodically audit workspace permissions to ensure team members have appropriate access levels for their current roles.

Document your processes Maintain documentation of your workspace configuration, custom layouts, and API integrations for onboarding new team members.