Help Center for Attorneys · Clerky

Teams

  • How do I create a team for a new client?
  • How can I add a client's team on Clerky to my workspace?
  • How do I add a new collaborator to a team?
  • How do I give a client's team access to a specific Clerky product?
  • How do I add a client's team to a group of Clerky products?
  • How do I give a client access to Clerky products?
  • How can I add someone to a client's team?
  • What should I do if a client wants access to Clerky products?
  • How can I add myself to a client's team?
  • How can I change the name of a team?
  • How can I remove a team's access to a product?
  • What's the difference between a colleague and a collaborator?
  • What settings should I use when I add a collaborator?
  • How can I have my client add me to their team?
  • How can I stay informed about what my client is doing?
  • How can I change the version of a product my client has access to?
  • How can I remove a team from my workspace?
  • How can I see my client's documents?

Categories

  • EINs & Other Tax IDs
  • New Clients
  • Teams
  • Colleagues
  • Document Sets
  • Billing
  • Attorney Accounts
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