This scenario was posted by one of our users:
"I am subcontracting a traffic reconstruction case. I need my client and the re-constructionist to access the files. And, possibly the Attorney. Is this program able to perform this task? If so, how do I go about doing so?"
Answer: You can assign the attorney to the file under the client’s section, they will be able to view the information in the file. Regarding the subcontractor, you can add them into the system as an investigator and assign/schedule that case to them. In the investigator's profile. For the investigator and the client, be sure sure your “roles and access” under settings for clients lets them view and/or modify the information.