SECURINOS · Teams
Shared work. Clear responsibility.
The Team plan brings three staff into a shared document workspace with roles and an activity history.
Organise your records · Collect what is missing · Share with purpose
Team responsibilities
A shared workspace for three staff.
Organise the context
Review submissions
Share the result
Match staff access to responsibilities. External client invitations are separate from staff seats.
THE DETAILS THAT MAKE IT USEFUL
Work together with clear responsibility.
Work in the right client space
Keep related documents and requests together so staff can follow the same engagement without mixing it with another client’s work.
A shared workspace should give colleagues the same context around the client or project. Keep the requests and supporting records together so the next person can follow the work without guessing.
Assign appropriate access
Use roles to match document work and workspace administration to each person’s responsibilities. Review access when people change responsibilities.
Match access to the work a colleague is responsible for. Administrative responsibilities and document work may differ, so review roles rather than treating every person as needing the same access.
Follow the activity
An activity history helps staff see recorded document and access events. It is a workflow record, not proof of who understood a document.
Use recorded activity to follow changes and exchanges. It provides workflow context, while the review and acceptance of a document remain decisions made by the people handling it.
Keep external clients separate
Clients and recipients use their invitations without buying a staff subscription. A client invitation should provide only the access relevant to that exchange.
A recipient participating through an invitation is different from a colleague working in the staff workspace. Keep the invitation focused on the particular documents or request.
Simple starting price
Team is $24.90 per month with three staff included.
The included staff count makes the starting Team package easy to understand. Review the complete package and payable terms before choosing it for a firm’s document work.
A small-firm example
Three colleagues collect documents, review submissions and share completed reports using organised client spaces.
A small team benefits from consistent naming and review conventions as well as shared tools. Agree what an acceptable submission looks like and keep draft and final material clearly distinguished.
DOCUMENT WORK, WITH PEOPLE IN MIND
Shared context. Individual responsibility.
A small team needs a common view of the engagement and a clear understanding of the work each person handles. Consistent folders and review conventions support that context.
Roles and activity history help organise the workspace, while the acceptance of a submission remains a person’s decision. An activity event cannot replace a document review.
External invitations should fit the specific exchange. Client participation does not require treating the client as a staff member working inside the whole workspace.
ClientsA WORKSPACE WITH USEFUL CONTEXT
Give colleagues a common context, with appropriate access.
A small firm can keep requests, submissions and completed results within the same engagement. Consistent naming and review conventions help the next colleague follow the work.
Roles and recorded activity support that workflow. Keep an external recipient’s invitation focused on the relevant exchange instead of treating every participant as a staff member.
Requests
SECURINOS, A WILLFRED PRODUCT
Bring the document work together.
Explore the document workflow and choose the package that fits the people doing the work.