Teams & workspaces
Run a shared workspace — plans and seats, members, roles, teams, intake settings, and the audit trail.
These lessons are for whoever runs instaSpace for a team: buying and sizing the plan, bringing colleagues in, deciding what each of them can do, and keeping a record of it.
Plans & seats
Team plans, the shared credit pool, and what a team workspace unlocks.
Setting up your workspace
Name your workspace and configure the basics.
Inviting your team
Add members and assign their roles.
Roles & permissions
Edit what Manager and Member can do.
Teams
Group members to route work and mentions.
Matter types
Classify work in your firm's own language.
Chat visibility
Decide who can see members' chat threads.
Audit logs
An append-only record of who did what.
Rolling out to your firm
A practical adoption playbook.
Several of these are Team and Enterprise features — role customisation, teams, audit logs and MFA policy. Start at Plans & seats if you're deciding what to buy.
Evaluating instaSpace for your organization? Pair these with Security & Compliance.