Sharing & Team

The portal at /portal is where Clients sign in to see the cases shared with them, scoped to granted file categories, where they fill exposed forms and electronically sign documents.

A send template saves a reusable share config (name, tokenized subject, default body, per-category source rules), and using one composes a real Gmail draft in your own mailbox that you review and click Send on yourself.

Everyone on a case appears as a row of avatars at the top of the case. Click someone to edit what they can see, manage their forms, or remove them. Each person keeps a workspace baseline, and a case can narrow or widen it.

Invite teammates to your workspace and assign them tailored privileges. You manage team seats, set per-teammate dashboard views and capabilities, and control exactly which file categories and case-data fields each person and portal client can see.

The app communicates through three channels: Gmail drafts you compose and send, automated emails for invites and workspace activity, and in-app bell notifications. You control what reaches your team.