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CASES & TEAMS, 2 MIN READ

Sharing a case with co-counsel via timed link.

Share a case as a privacy-defaulted link — sharer name and SSN hidden, expiry set up front.

On a case detail page → Share → choose link expiry (24h, 7d, 30d, no expiry). The link is privacy-defaulted: the recipient sees findings only — sharer name, organization, and avatar are hidden, SSN is suppressed, dates render in MM/DD/YYYY.

What recipients can do

  • View findings and download a PDF
  • Add comments (if you enable them)
  • Cannot run new searches, change subjects, or see the audit log
TIPFor evidentiary use, prefer a hash-stamped PDF export over a share link. Share links are convenient but link-bearer access can be tricky to vouch for in court.
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