Team Collaboration

Manage team members, subscription tiers, and case collaborators for your law firm on ExpertMD.

Team Collaboration

ExpertMD supports team-based workflows for law firms. You can invite team members to your ExpertMD account and add collaborators to individual cases so your colleagues can help manage expert witness engagements.

Subscription tiers

The number of team members you can invite depends on your subscription tier:

Tier	Team Members	Features
Free	1 (you only)	Full platform access for a single user
Professional	Up to 5	Team member invitations, case collaborators
Enterprise	Unlimited	All features plus priority support

To upgrade your subscription, navigate to Settings > Billing.

Inviting team members

1. Go to Settings > Team

   Navigate to the Team tab in your Settings page.

2. Click Invite Member

   Click the Invite Member button and enter your colleague’s email address.

3. They accept the invitation

   Your colleague receives an email invitation. They click the link to join your team and create an ExpertMD account if they do not already have one.

Case collaborators

In addition to team members, you can add collaborators to individual cases. Collaborators can view case details, documents, and notes, helping you manage complex cases with multiple attorneys.

To add a collaborator to a case:

1. Open the case detail page
2. Navigate to the Collaborators tab
3. Click Add Collaborator and select from your team members

Case collaborators can only access the specific cases they are added to. They cannot see your other cases, invoices, or account settings.

Removing team members

To remove a team member, go to Settings > Team, find the member, and click Remove. This immediately revokes their access to all cases and data.

Removing a team member also removes them as a collaborator from all cases they were added to. This cannot be undone.

Next steps

Referral Program

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Settings

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