Users in Otto™ can share Matters with their teammates so that they can work on them together.
For example, throughout a case, the following different members of the firm may contribute the following:
- A paralegal may open a Matter for a newly received invention disclosure, upload the disclosure documents to a new Matter in Otto, and then share the Matter with a working attorney.
- The working attorney may then review the disclosure, and execute all or part of a playbook against the disclosure document in preparation for an inventor disclosure interview including generating some draft claims and generating questions to ask the inventor.
- Following the inventor interview, the Matter may be shared with an admin who will then upload a transcript of the meeting into the matter.
- Subsequently, the working attorney may reaccess the matter and generate content for a patent application taking into account the disclosure documents and transcript.
- The matter may also be shared with a supervising attorney who can interact with the same documents, view the Otto™ interactions of the working attorney within the Matter, and generate a new session to generate additional content or obtain a summary of the uploaded documents.
All of these users now can work on matters together in Otto™.
Each Matter now has an Owner that has the highest-level of privileges on the case. This will typically be the responsible attorney. The user that creates the matter is by default the owner.
The Owner is able to invite other users to the case that have reduced permissions and can delegate ownership to another user.
Owners are the only users that can perform the following actions in a matter:
- Re-name matter
- Delete matter
- Transfer ownership of the matter
All users can perform the following actions in a matter:
- Create and work with Otto™ in sessions (including sending messages, using playbooks, etc.)
- Upload, delete, and re-name files
- Edit instructions
No. Although other users with access to a Matter can view the work within all sessions of the Matter, only the user that created a session can perform actions in that session. This prevents users from ccidentally modifying the work of their teammates.
Some firms may have very open collaboration policies and want everyone to easily be able to see everyone else’s matters. In this case, they would prefer the default matter visibility to be for everyone to see every matter, as opposed to needing to invite everyone to each matter individually.
Users will be able to change the access level of a matter from “Only those invited” to “Everyone in the firm” which will let everyone access the matter.
In addition, there is an internal setting that our development team can configure to modify the default matter visibility to “Everyone in the firm” by default. If this is something that you would like enabled at your firm, please reach out to our support team.
