Multiparty matter

A Multiparty matter is designed for sharing a matter with opposing parties, a mediator or the court.

A Multiparty matter lets you share a single matter with opposing parties, a mediator, or the court, while keeping sensitive work private. Each party gets its own private work area, and a shared area holds documents that everyone can access.

Creating a Multiparty matter #

1. Click New Matter
2. Under Matter Type, select Multiparty
3. Enter your Party Name
4. Click Create – the matter will now be created and labelled as a Multiparty matter

Managing parties and members #

To view the list of parties and members, go to your matter Setup.

Managing parties #

From here you can:

• Remove a party if they have not accessed the matter yet
• Invite a new party — the user will receive an invitation to join the matter as the matter owner. You can assign one user to each new party you add.

Managing members #

To invite a member to your own party:

1. Click Members in the left panel
2. Select Invite Member
3. Enter the member’s email address
4. Choose their permission level

Setting up private folders #

1. Click Setup and select Private Folders Setup
2. Click New Folder
3. Enter the folder name and click Create

Each party will now have a private folder section visible only to them.

Adding documents to a shared or private folder #

1. Click the Documents tab and click Actions 
2. Select either Add Private Documents or Add Shared Documents
3. Click select documents to search for your documents 
4. Under Upload to: select one of the following options:
   1. Single folder – select a specific folder from the matter
   2. Smart Classification – AI feature which will extract data from the document (eg Suggest a title and which folder to upload the file to)
   3. Individual folders – manually select which folder each individual document is to be uploaded to
5. If you are adding shared documents, you will need to check the box “I understand that documents will be visible to all parties”
6. Click Upload – your documents will now appear in either the shared or private folder as selected

How to convert an existing Standard matter to a Multiparty matter #

If you have a Standard matter and require to convert this to a Multiparty matter instead, complete the following steps: 

1. In the Matter screen, locate your Standard matter and click the three dots on the right hand side of the matter
2. From the dropdown menu, select Copy Matter
3. Choose the option to copy the matter to yourself and enable it as a Multiparty matter
4. Enter the Party Name and click Copy – your existing matter is now successfully updated to a Multiparty matter

Note: Converting creates a copy of the matter. Your original matter remains intact with all folders, documents, and briefs unchanged.

This short video explains the process further.