Team Access (2026): How to Safely Invite Trusted Supporters Into Your Case
A calm, practical guide to Equalora’s Team Access feature: when to use it, how invites work, what collaborators can see, and how to keep clear boundaries.
What Team Access is (in plain language)
Team Access lets you invite a small number of trusted people into a single Equalora case so they can see what you’re working on and leave calm, focused comments.
This might be a coach, mentor, mediator, therapist, or a close friend or family member who helps you think clearly.
They see a simplified, read-only view of your case — not your billing, not your whole account — plus a shared Team comments panel.
The goal is simple: you don’t have to carry the mental load alone, and your support team can work from the same organized picture you see.
When Team Access is helpful
Team Access is most useful when you already have people supporting you emotionally or practically, but everything they see is scattered across texts, screenshots, and calls.
Common examples:
- A co-parenting coach helping you prepare for hearings or difficult messages.
- A therapist or counselor helping you stay grounded and child-focused.
- A mediator or mentor helping you think through tradeoffs and options.
- A trusted friend or family member acting as your “second brain.”
Instead of re-explaining the whole story each time, you can share a single case workspace so everyone sees the same organized information.
How to invite someone step-by-step
Invites are designed to be simple and safe.
- Open your case
- From the dashboard, go to Cases and click into the case you want to share.
- Go to the Team tab
- Inside the case, open the Team tab to see your members, pending invites, and the shared comments thread.
- Send an invite
- Click the invite button and enter your supporter’s name and email address.
- Optionally add a short note explaining why you’re inviting them (for example: “I’m inviting you to view my case workspace and leave comments to help me stay organized.”).
- How the invite link works
- Equalora emails them a one-time link that is locked to the same email address you invited.
- The link expires in 24 hours for safety.
- What they see when they accept
- A read-only view of that specific case, not your whole account.
- The shared Team comments panel, where they can read and write comments.
- Key case details, depending on how your workspace is set up.
At every step, you stay in control of who has access and when it ends.
What collaborators can and cannot do
To keep boundaries clear, collaborators (team members) have limited powers:
Collaborators can:
- View case details you see on the Team page.
- Read the shared Team comments thread.
- Add their own comments to help you stay organized and prepared.
- Delete their own comments if they need to correct or remove something.
Collaborators cannot:
- See or change your billing or subscription.
- Export all of your Equalora data.
- Invite other people or manage your team.
- Use the AI assistant on your behalf in this first phase of Team Access.
Case owner controls:
- Only the case owner can send or revoke invites.
- Only the case owner can remove team members.
- The case owner can remove any comment if it’s no longer appropriate for the workspace.
For professionals supporting parents (coaches, mediators, therapists)
If you support parents going through family court, Team Access can make your work smoother and more focused.
With an invite from your client, you can:
- See a clear snapshot of their case workspace instead of piecing things together from screenshots.
- Review timelines, orders, and key issues in one place before sessions.
- Leave calm, structured comments that help your client prepare for hearings, communication, and decisions.
What you do not get:
- Control over the parent’s account, billing, or exports.
- The ability to invite more people to the case.
- Direct access to run the AI assistant in this first phase.
Your role stays what it already is: supporting the parent’s thinking and regulation — not managing their software or acting as their lawyer.
Staying safe and child-focused with Team Access
Team Access is built to support you, not create new conflict.
Helpful ways to use it:
- Ask your supporters to keep comments short, factual, and child-focused.
- Use the Team comments panel for planning and reflection, not arguments about the other parent.
- Treat the case owner’s workspace as the “source of truth” for timelines, deadlines, and decisions.
Boundaries to remember:
- Equalora is not a law firm and does not provide legal advice.
- Team Access does not create an attorney–client relationship.
- You remain responsible for what you file, how you communicate, and what you choose to act on.
Used well, Team Access reduces overwhelm: more eyes on the same organized picture, with you still steering the ship.
Educational only — not legal advice.

