Case Groups & Collaboration
Group related cases, share evidence across sibling matters, and collaborate with colleagues through case sharing with granular permissions.
The Problem
Related cases are managed in isolation. Multi-defendant litigation, consolidated actions, and companion cases involve the same facts, the same witnesses, and the same evidence — but in separate case files. Evidence established in one case has to be manually duplicated in another. And when colleagues need access to a case, there is no controlled way to share it.
The Solution
Attorney Workbench lets you group related cases and share evidence across them. Search one case and results include relevant documents from its siblings. Facts extracted in one case can support claims in another. Case sharing gives colleagues controlled access — read-only or read-write — with real-time updates so the whole team stays current.
How It Works
Group Related Cases
Drag and drop cases into groups. Related matters, multi-defendant cases, and companion cases are organized together with shared visibility.
Share Evidence
Evidence extracted in one case is available to sibling cases in the same group. Facts, documents, and research flow across case boundaries without duplication.
Invite Collaborators
Share cases with colleagues using read-only or read-write permissions. Shared cases appear in their dashboard with real-time updates.
What's Included
Case Groups
Organize related cases into named groups with drag-and-drop ordering. See all grouped cases in one view with shared filing counts, deadlines, and evidence.
Cross-Case Evidence
Facts and evidence extracted in one case are searchable from sibling cases in the same group. No manual duplication — the evidence is linked, not copied.
Cross-Case Search
RAG-powered search within a case group returns results from all sibling cases. Search one case and find relevant documents across the entire related litigation.
Case Sharing
Share individual cases or bulk-share multiple cases with other users. Each share has a permission level — read-only for reviewers, read-write for active collaborators.
Notification Emails
When you share a case, the recipient gets an email notification with a direct link to the shared case. They see it in their dashboard alongside their own cases.
Multi-Tenant Isolation
Each user only sees cases they own or have been shared. All features — deadlines, discovery, evidence, depositions — respect sharing permissions.
See It in Action
Product screenshots showing Case Groups & Collaboration in Attorney Workbench.
