Members
Invite people, assign roles, and manage workspace seats.
Workspace owners and authorised admins manage team access under Settings → Members.
Invite a member
- Open Settings → Members
- Select Invite
- Enter the person's email address
- Assign Member, Admin, Read-only, Transcriber, or an appropriate custom role
- Send the invitation
Pending invitations remain visible until they are accepted, revoked, or expire.
Manage a member
From the members list, authorised users can:
- Change an eligible member's role
- Deactivate or reactivate a member
- Resend or revoke a pending invitation
- Transfer ownership through the dedicated ownership flow
Deactivated members cannot access the workspace. Their historic work stays with the workspace, subject to its retention and deletion controls.
Changing a member to Read-only can require transferring Matters they own before the change completes.
Choose the right role
| Role | Good fit |
|---|---|
| Member | Fee-earners, legal secretaries, PAs, and other people creating legal work |
| Read-only | Supervisors or colleagues who need to see a file without changing it |
| Transcriber | People working from the transcription queue |
| Admin | Firm administrators and operations leads who configure the workspace |
| Owner | The person responsible for workspace ownership and billing |
A role does not open every Matter. Share each file separately. See Permissions and roles before creating a custom role.
Seats
Starter supports up to 10 paid seats and Pro up to 25. Active Transcriber members do not consume paid seats. Inactive members also do not count towards paid seat use. Read-only members use a paid seat.
Check Settings → Billing for the purchased seat count and Billing and plans for current public pricing.