Shared Workspaces
Collaborate on contracts, clauses, and contacts with your team.
What is a shared workspace?
A shared workspace is a collaborative space where multiple team members can access the same contracts, clause libraries, templates, and contact records. Instead of each person working in isolation with their own local data, a shared workspace syncs everything to the cloud so the entire team stays on the same page.
Shared workspaces are available exclusively on the Team plan ($5/seat/month).
Creating a workspace
Open workspace settings
Click the workspace name in the top-left of the sidebar, then select Create Workspace.
Name your workspace
Give the workspace a descriptive name — your company name, department, or project name works well.
Invite your team
Add team members by email address. They will receive an invitation to join the workspace. See Inviting Members for details on the invitation flow.
What gets shared
When you work inside a shared workspace, the following data is visible to all members:
- Contracts — all contracts created or uploaded within the workspace
- Clause Library — clauses saved to the shared library are accessible to everyone
- Templates — shared templates ensure consistent contract generation across the team
- People and companies — contact records and relationship histories are shared
- Meeting recordings — transcripts and recordings from workspace meetings
Personal vs shared workspaces
You always have your personal workspace in addition to any shared workspaces you belong to. Data in your personal workspace is stored locally on your Mac and is never synced to the cloud. You can switch between workspaces using the workspace selector in the top-left of the sidebar.
Contracts, clauses, and contacts belong to the workspace where they were created. They do not automatically appear in other workspaces.
Shared workspaces require an active Team plan subscription. Each member who joins a workspace needs their own Team seat. If your subscription lapses, the workspace becomes read-only until the subscription is renewed.
Roles and permissions
Workspace members are assigned one of two roles:
- Owner — full control over the workspace. Can invite and remove members, manage roles, delete the workspace, and access all content.
- Member — can create, edit, and view all shared content. Cannot manage workspace settings or remove other members.
The person who creates the workspace is automatically the Owner. Ownership can be transferred to another member from the workspace settings.