Team Collaboration
ExpertMD supports team-based workflows for law firms. You can invite team members to your ExpertMD account and add collaborators to individual cases so your colleagues can help manage expert witness engagements.Subscription tiers
The number of team members you can invite depends on your subscription tier:
To upgrade your subscription, navigate to Settings > Billing.
Team subscription tier options
Inviting team members
1
Go to Settings > Team
Navigate to the Team tab in your Settings page.
2
Click Invite Member
Click the Invite Member button and enter your colleague’s email address.
3
They accept the invitation
Your colleague receives an email invitation. They click the link to join your team and create an ExpertMD account if they do not already have one.
Invite Team Member form
Case collaborators
In addition to team members, you can add collaborators to individual cases. Collaborators can view case details, documents, and notes, helping you manage complex cases with multiple attorneys. To add a collaborator to a case:- Open the case detail page
- Navigate to the Collaborators tab
- Click Add Collaborator and select from your team members
Case collaborators can only access the specific cases they are added to. They cannot see your other cases, invoices, or account settings.
Add Collaborator to a case
Removing team members
To remove a team member, go to Settings > Team, find the member, and click Remove. This immediately revokes their access to all cases and data.Next steps
Referral Program
Earn commissions by referring colleagues
Settings
Configure your account and preferences