Steps
- 1
Open the invite email and choose the secure invite link within 14 days.
- 2
Confirm your name, role and work email on the profile screen.
- 3
Land in the workspace dashboard and check the queue that matches your role.
- 4
Open one matter, review the next action and confirm whether evidence, review or output work is needed.
- 5
Use Feedback from the workspace if something is missing, confusing or not useful for the matter team.
Checks
Your workspace name is shown after login.
Your role matches the work you expect to do.
You can see a role queue, matters and support links.