Collaborating Across Matters in Paxton
Collaboration lets you share a matter with others in your organization so your team works from the same case files and reviews the same outputs — without emailing documents or re-uploading files.
Instead of one person holding the case, everyone with access sees the same matter files, drafts, and generated work products in real time. This keeps your whole team aligned and moves cases forward faster.
Share instantly across your organization. Give teammates access to a matter and they immediately work from the same case files — no re-uploading, no attachments.
Individual accounts, centralized matter access. Everyone signs in with their own account while access is managed at the matter level, so there's no sharing of logins.
Eliminate credential bottlenecks and duplicate work. Stop waiting on a single account holder and prevent multiple attorneys from uploading the same case files.
Enterprise-grade security. Sensitive data stays protected across every collaborator.
One platform for the whole firm. Run litigation of every type with your entire team collaborating in a single place.
Where to find it: Manage collaborators from the Matters list — use the ⋮ (more) menu on a matter row, or open a matter and click Add in the top-right. The Access column on the Matters list shows each matter's sharing status (Only me, Pending, or the member count).
Roles and access
When you share a matter, each collaborator has a role that controls what they can do:
Owner — Can manage members, files, and chats, in addition to full access to the matter's work. The person who creates a matter is its Owner.
Contributor — Can manage files and view chats and drafts within a matter.
Note: You choose the role when adding a member using the role selector (for example, Contributor) at the top of the Manage members dialog.
Share a matter
Adding members to matters: From the Matters list, click the ⋮ (more) menu on the matter you want to share, or open the matter and click Add in the top-right. The Manage members dialog opens and shows the matter name.
Choose a role: Use the role selector at the top right of the dialog (for example, Contributor) to set the access level for the people you're about to add.
Find your teammates: In the Search your organization field, search for the people you want to add and select them.
Add them: Click Add Members. A confirmation appears (for example, "2 members added to matter"), and the new collaborators show under Who has access with their role.
Finish: Click Done to close the dialog.
Note: You can add more than one person at a time. Until an invited person accepts, their status shows as Pending in the Access column.
Accept an invitation
When someone shares a matter with you, you're invited to join it.
Open your Matters list: The shared matter appears with a Pending status.
Respond to the invite: A prompt appears — "You've been invited to [matter name]" — with Accept and Reject options.
Accept to start working: Click Accept. The matter becomes fully available and you can open its files, drafts, and AI Assistant.
Work together in a shared matter
Once a matter is shared, everyone with access works from the same case record.
See who has access. Collaborator avatars appear in the top-right of the matter. Click them to see the list of people on the matter.
Review each other's work. The Chat History shows who ran each chat and marks work created by others as View Only, so you can open and review a teammate's drafts and outputs without changing them.
Tip: Because access is centralized, a draft, motion, or summary created by one collaborator is immediately available to the rest of the team for review — no exporting or forwarding required.
What you can collaborate on
Collaboration applies across the work products Paxton generates for a matter Sharing these outputs in one place speeds up review and approval, reduces time a work product sits waiting on one person, and helps cut down on errors and duplicate effort — accelerating overall case turnaround.
Manage members
Owners can revisit the Manage members dialog at any time to add collaborators, review who has access, and see each person's role under Who has access.
Note: Reopen Manage members from the matter's ⋮ menu or the Add button whenever you need to update who's on a matter.
Your data is secure. Collaboration is protected by enterprise-grade security. Your documents and data are never used to train Paxton AI.
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