Team & sharing Share a matter, not a folder.
Owners, lawyers, paralegals and viewers each see what they should.
Share Coral Bay v Lagoon Ltd
Private matter
Add people by name or email
CSCatherine SterlingOwnerOwner
ELEdward LockwoodAdminCan manage
LBLucy BennettParalegalCan contribute
DFDaniel FosterLawyerCan comment
SMSarah MitchellViewerCan view
Only the people on a private matter can open it.
Who sees what.
- View
- Comment
- Contribute
- Manage
- Owner
Roles
Owner, admin, lawyer, paralegal and viewer. Viewers can read, not change.
Each matter its own
Each matter has its own permissions, set by the people who run it.
Firms kept apart
One firm’s records are never visible to another firm.
Recorded
Every sign-in, upload and AI action is recorded.
Every firm gets the whole workspace.
Talk to the Xycora team.
Tell us about your practice. We’ll show you Xycora applied to matters that look like yours.
We set up your firm and train your team.