Workflow: How to Collaborate with Your Team

Summary

Collaborate with colleagues on your vlex legal research by using the Share feature to send links to documents and the Folders tool to create shared research projects.

Why This is Important

Collaboration is essential for modern legal teams. These tools provide a simple and effective way to share findings, delegate research tasks, and build a collective knowledge base for your cases, improving your team's overall efficiency.

A Step-by-Step Collaboration Workflow

Step 1: Share Key Documents

When you find a document that is critical for your team, share it immediately.

1. From the document viewer, click the Share icon in the top-right corner.

2. Choose to share via Email or Copy the link to paste into your team's messaging application (e.g., Slack, Microsoft Teams).

Step 2: Create a Shared Folder (Requires Admin Setup)

For larger projects, work from a shared set of documents.

1. Log in to the shared project account.

2. Create a Folder for your case or matter.

3. All team members can then log in to this account to add documents to the shared folder and view the collective research.

Best Practices & Pro Tips

• Use Descriptive Folder Names: When using a shared project account, give folders clear, descriptive names (e.g., "Motion to Dismiss - Key Cases") so your team can easily understand the contents.

• Share Links, Not PDFs: Sharing a direct vLex link is more efficient than sending a PDF. It ensures your colleague is viewing the most up-to-date version of the document and has access to all of vLex's analytical tools.

Related Articles

• How to Organize Your Research with Folders, Notes, and Highlights

• A Guide for Administrators: Managing Your Corporate Account

• How to Contact vLex Support

What's Your Next Step?