> ## Documentation Index
> Fetch the complete documentation index at: https://learn.expertmd.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Team Collaboration

> Manage team members, subscription tiers, and case collaborators for your law firm on ExpertMD.

# 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:

| Tier             | Team Members | Features                                    |
| ---------------- | ------------ | ------------------------------------------- |
| **Free**         | 1 (you only) | Full platform access for a single user      |
| **Professional** | Up to 5      | Team member invitations, case collaborators |
| **Enterprise**   | Unlimited    | All features plus priority support          |

To upgrade your subscription, navigate to **Settings > Billing**.

<Frame caption="Team subscription tier options">
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/greenfieldwealthllc/images/attorneys/team-subscription-tiers.png" alt="Team subscription tier options" />
</Frame>

## Inviting team members

<Steps>
  <Step title="Go to Settings > Team">
    Navigate to the Team tab in your Settings page.
  </Step>

  <Step title="Click Invite Member">
    Click the **Invite Member** button and enter your colleague's email address.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Frame caption="Invite Team Member form">
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/greenfieldwealthllc/images/attorneys/invite-team-member.png" alt="Invite Team Member form" />
</Frame>

## 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:

1. Open the case detail page
2. Navigate to the **Collaborators** tab
3. Click **Add Collaborator** and select from your team members

<Info>
  Case collaborators can only access the specific cases they are added to. They cannot see your other cases, invoices, or account settings.
</Info>

<Frame caption="Add Collaborator to a case">
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/greenfieldwealthllc/images/attorneys/add-collaborator.png" alt="Add Collaborator to a case" />
</Frame>

## 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.

<Warning>
  Removing a team member also removes them as a collaborator from all cases they were added to. This cannot be undone.
</Warning>

## Next steps

<CardGroup cols={2}>
  <Card title="Referral Program" icon="gift" href="/attorneys/referral-program">
    Earn commissions by referring colleagues
  </Card>

  <Card title="Settings" icon="gear" href="/attorneys/settings">
    Configure your account and preferences
  </Card>
</CardGroup>