All features

Bring in outside collaborators

Give a client or outside counsel access to a single matter, draft, or chat - without adding them to your organization.

You can now give someone outside your organization access to a single matter, draft, or chat - without adding them as a full member. It is the simplest way to bring a client or outside counsel into one piece of work while keeping the rest of your organization private.

How it works

  1. 1

    Invite them by email

    To share a matter or a document, open the matter and go to its People tab, then click Add Collaborator. To bring someone into a conversation, open the matter chat and click Share externally in its header. Either way they get an email invitation, and they do not need an existing Squire™ account.

  2. 2

    Choose their scope and permissions

    First decide how much they can reach: the whole matter, or just a single document. Sharing a matter does not share its chats - each conversation is shared on its own, person by person. Then set their permission level - view only, comment, or suggest changes on a document. You can also set an end date so access closes automatically when the work is done.

  3. 3

    Stay in control

    Revoke access any time. You can see everything a collaborator did in the matter, so there are no surprises.

    A lawyer invites outside counsel to one draft with comment access for 30 days; the guest, who sees only that draft and no Squire AI, comments on a clause; back on the matter the access shows as active until its end date, and the lawyer revokes it.

They can

  • See only the matter, draft, or chat you shared
  • Comment or suggest edits, if you allow it
  • Talk with your team in a shared chat - seeing what's sent to everyone from the moment they joined

They can't

  • See anything else in your organization
  • See your team's internal notes, or Squire's answers unless you pass one on
  • Use Squire AI
  • Keep access after you revoke it or it expires

Talking with a client in a chat?

Shared chats have their own rules - internal notes, Squire's answers kept for your team, and a way to save what the client tells you to the matter.

See Client conversations

Is an outside practice your legal team?

A guest is for one piece of work. When a practice looks after your legal work generally, its lawyers can work across your organization as your counsel.

See Counsel from a partner practice