Skip to main content
An organization is the environment inside Gavel Exec where you add your team members, other attorneys, and clients. All items in your organization are private to you by default — nothing is visible to others until you explicitly share it. You can share Projects and Playbooks with anyone in your organization, and you control exactly what level of access each person or group receives.
Organizations make it easy to collaborate with clients directly inside Gavel Exec. Share a project or playbook with a corporate legal team or business partner as a read-only resource, so they stay informed without being able to alter your work.

​
What you can share

You can share two types of items from your organization:
  • Projects — Deal-level contexts with uploaded files and standing instructions. See Projects for details.
  • Playbooks — Saved rule sets for consistent contract review. See Playbooks for details.

​
Two ways to share

​
With everyone in the organization

When you share with Everyone in the Organization, all current and future organization members receive access automatically. Use this approach for:
  • Standardized playbooks that should apply consistently across your group
  • Team-wide projects where all members need visibility

​
With specific individuals

When you share with Specific Individuals, you select exactly who receives access. Use this approach for:
  • Practice-area-specific playbooks that only some attorneys need
  • Projects shared with external clients, such as corporate legal teams or business partners

​
Permissions: Read-Only vs. Edit Access

When you share a Project or Playbook, you choose one of two permission levels:
The recipient can view and use the Project or Playbook but cannot make any changes to it.Best for:
  • Sharing standardized playbooks with junior associates or clients
  • Distributing finalized projects as reference material
  • Giving clients visibility into deal context without risk of edits
Edit Access allows the recipient to add additional people to the shared item. Use it intentionally when you want to delegate sharing responsibilities.