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For chambers & law firms

A shared case diary for your chamber or law firm

Your juniors and clerks should not have to ask you for the next date. Add team members, organise them into groups, and share access to just the cases they work on.

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Share the work, not the whole practice

In most chambers, case information travels through phone calls, WhatsApp messages and one person's diary. A shared diary gives everyone the same information without relying on one person being available.

Access follows the work. Admins see the firm's cases, while team members work on what is shared with or assigned to them. Groups, such as Civil or Criminal, make it easy to organise this.

The Advocate Diary groups screen showing shared teams and case access
Benefits

What you get with Team & Group Management

Team members

Bring juniors, clerks and co-counsel into your firm's workspace.

Groups

Group people and cases by practice area or team, and search your groups by name.

Assigned access

Give people access to the cases they need, and not to everything else.

How it works

How to use Team & Group Management

  1. 1

    Add your team

    Add members to your firm from the Team section.

  2. 2

    Create groups

    Set up groups such as Civil or Criminal and add cases to them.

  3. 3

    Work together

    Everyone with access works from the same case information.

FAQ

Team & Group Management FAQs

Can I work with co-counsel on a case?

Yes. Add them to your team and share access to the relevant case.

Can a junior see all of my cases?

Not unless you allow it. Team members work with the cases assigned or shared with them, while admins can see across the firm.

Can team members see my fees?

No. Fee records are private to the advocate who owns them, even within the same firm.

What are groups used for?

Groups let you organise shared teams and case access, for example by practice area.

Related features

Works well with

🏢 Multiple Firms

Keep separate firms in separate workspaces, and switch between them from your profile.

💰 Fees & Ledger

Record fees, payments, discounts and pending balances in a fee book that only you can see.

Get The Advocate Diary

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