Feature Release: Matter Access Center

The new Matter Access Center brings participant details, invitation statuses, and matter access actions into one view. Open a matter and select Manage Access to:

• Review clients, related contacts, task and event assignees, and internal matter members.
• See who has no access, is awaiting invitation acceptance, or already has access.
• Invite participants, resend pending invitations, share a matter, or revoke access.

You can also assign tasks to clients and related contacts and prepare events before they accept an invitation. Assigning work does not automatically grant matter access.

Read the support guide · Watch the walkthrough