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Setting up teams

Teams let you group members — for example by department or practice group — each with its own default practice areas and jurisdiction, and its own curated feed and notes.

Every organisation has one default team called General that can't be deleted. New members join General unless you invite them into another team.

Creating a team

  1. On the Organisation page, in the Teams card, select New team.
  2. Enter a Team name (e.g. "Litigation").
  3. Set the team's Default practice areas, a Primary area (the Home landing area for its members), and a Default jurisdiction.
  4. Select Create team.

Editing or deleting a team

  • Edit a team to rename it or change its defaults, then Save team.
  • Remove a non-default team; its members (and any pending invites) move to the General team. You'll be asked to confirm: "Delete the team '{name}'? Its members move to the default team."

The General (default) team can be renamed but not deleted.

Moving members between teams

In the Members card, use the team dropdown next to a person to move them. Moving someone may re-seed their default practice areas from the new team — but only if they haven't customised their own (see Team defaults).

See also