Team Plan
Collaborative Investigation Workspace
Professional-grade investigations with shared access, assignments, comments, snapshots, realtime Case Board collaboration, and activity visibility for small teams.
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0Team Members
0Shared Cases
0Assigned Cases
0Notes
Team Readiness
Recent Shared Investigations
My Assigned Cases
New Investigation
Start a team investigation and automatically link it to your current Team workspace.
Created Investigation
Create an investigation to open it in the Investigation Workspace.
Unassigned
Lead Assigned
Team Assigned
Waiting / Review
Closed
Investigation Teams
Add multiple collaborators to a case while keeping the existing lead investigator assignment intact.
Select an investigation to manage its team.
Add team member
Lead Investigator also updates the existing Assigned To fields for backward compatibility.
Current Investigation Team
Select an investigation.
Cases With Investigation Teams
Team Setup
Create or rename your Team workspace. Team uses the existing organization records behind the scenes, but stays simplified for 2–5 users.
Create a new team
Invite Team Member
Team plan supports up to 5 users. For 6+ users, use Enterprise.
Team seats: 0 / 5
Keep Team simple for 2–5 users. Larger organizations should move to Enterprise.
Team Members
Pending Invitations
Add Note
Notes Feed
Team Activity
Notifications
Profile Settings
Choose how your name appears in assignments, notes, activity, and notifications.