How to Share a Matter with Team Members in Eve

Overview

This article shows you how to give team members access to a Matter so they can view and collaborate on case work with you. Sharing a Matter lets you work together on case analysis, document drafting, and other tasks within the same Matter workspace. This guide covers two methods: sharing with specific individuals by email and setting organization-wide access.

Prerequisites

• You must have an existing Matter created in Eve

• You must know the email addresses of team members you want to share with (for individual sharing)

• Team members must have Eve accounts at your firm

Step-by-Step Instructions

1. Open the Matter you want to share — Navigate to the Matter from your Matters page. You'll see the Matter workspace with your case files and Sessions. Look for the "Share" button in the top right corner of the screen.

2. Click the Share button — Press the "Share" button in the top right corner. A sharing dialog will open where you can manage access to this Matter.

3. Add team members by email — In the sharing dialog, enter your team member's email address. This will send them access to view and work on this specific Matter. You can add multiple team members by entering additional email addresses. When finished, the team members you added will be able to see the Matter in their Matters list.

4. (Optional) Set organization-wide access — If you want everyone at your firm to access this Matter, you can set the default status to "Everyone in the firm." This lets all users in your organization using Eve access the Matter without needing individual email invitations. This is useful for Matters that multiple team members may need to reference or contribute to over time.