Workspaces and Sharing: Collaborate with Your Team - Gavel

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A workspace is the environment inside Gavel Exec where you add your team members, other attorneys, and clients. All items in your workspace are private to you by default — nothing is visible to others until you explicitly share it. You can share Projects and Playbooks with anyone in your workspace, and you control exactly what level of access each person or group receives.

Workspaces make it easy to collaborate with clients directly inside Gavel Exec. Share a project or playbook with a corporate legal team or business partner as a read-only resource, so they stay informed without being able to alter your work.

What you can share

You can share two types of items from your workspace:

• Projects — Deal-level contexts with uploaded files and standing instructions. See Projects for details.
• Playbooks — Saved rule sets for consistent contract review. See Playbooks for details.

Two ways to share

With everyone in the workspace

When you share with Everyone in the Workspace, all current and future workspace members receive access automatically. Use this approach for:

• Standardized playbooks that should apply consistently across your group
• Team-wide projects where all members need visibility

With specific individuals

When you share with Specific Individuals, you select exactly who receives access. Use this approach for:

• Practice-area-specific playbooks that only some attorneys need
• Projects shared with external clients, such as corporate legal teams or business partners

Permissions: Read-Only vs. Edit Access

When you share a Project or Playbook, you choose one of two permission levels:

• Read-Only
  The recipient can view and use the Project or Playbook but cannot make any changes to it. Best for:

  • Sharing standardized playbooks with junior associates or clients
  • Distributing finalized projects as reference material
  • Giving clients visibility into deal context without risk of edits

• Edit Access
  The recipient can make changes to the Project or Playbook and can add other people to it. Best for:

  • Collaborating with colleagues to develop a new playbook
  • Iterating on a shared project with another attorney
  • Co-managing a deal workspace with a partner or associate

Edit Access allows the recipient to add additional people to the shared item. Use it intentionally when you want to delegate sharing responsibilities.