In short
A team workspace is a shared space for a team or practice area in your firm. It holds the team's cases, research, drafts, documents, court matters and tasks. Workspaces sit inside an organisation, which holds your seats and members. Organisations and team workspaces are available on the Teams and Enterprise plans. Everyone also has a private Personal workspace.
Organisations, workspaces and cases
| What it is | |
|---|---|
| Organisation | Your firm or legal team account. It holds seats, members and one or more workspaces. An account can belong to one organisation. |
| Team workspace | A shared space for a team or practice area, such as Litigation. It holds that team's cases, research, drafts, documents, court matters and tasks. |
| Personal workspace | Your private space. Everyone has one, on every plan. |
| Case | One client matter inside a workspace, with its own team and access settings. |
Roles
| Level | Roles | What they can do |
|---|---|---|
| Organisation | Owner, Manager, Member | Owners and managers invite people, manage seats and members, and create workspaces. Owners also rename the organisation and set the sign-in policy. |
| Workspace | Owner, Admin, Member | Owners and admins open Workspace settings, manage members and see every case in the workspace. |
| Case | Owner, Lawyer, Client | The case owner invites and removes lawyers and clients on the Team tab. |
Set up your organisation
Subscribe to a team plan
Teams and Enterprise plans create your organisation and include a set number of seats. You can add more seats from Subscription.
Invite members
Open Manage organisation, select Invite member and enter an email address. You can copy, resend or revoke pending invitations.
Create workspaces
Select New workspace, name it after the team or practice area, and add members as Admin or Member.
Choose case sharing
Turn on Share all cases with the workspace so every member sees every case, or leave it off so members see only the cases they're assigned to.
Switch workspaces
If you belong to more than one workspace, use the Workspace switcher at the top of the app. Switching loads that workspace's cases, tasks, court matters, drafts and documents, and applies across Bharat.Law on web and mobile and in connected assistants such as Claude and ChatGPT.
Organisation settings
- Require Google sign-in: new members must use Google to accept invitations or join through an approved domain.
- Change a member's role between Member and Manager.
- Remove a member and choose a replacement to take over their cases and assignments.
- Archive a workspace. Its records are kept by the organisation.
- Import your firm's existing court matters into a workspace.