How do I share documents with a client?

You can upload documents to share with the client from the Matter Detail screen, on the documents tab. Create a Document Set and upload all files and documents you would like to share with your clients.

1. First you need to create a Document Set by clicking on Add Document Set.

2. Add a name for the set of documents you are sharing and click Add Set.

3. Once you have named the set, you can easily add files by either clicking on the designated area or simply dragging and dropping them into the section. After adding all the necessary documents, click on the Start Upload button to initiate the upload process.

4. Upon successful completion of the upload, you will notice the name of each document are hyperlinked, indicating that the files have been uploaded and are ready to be accessed by your client.

These documents then show up on the Client Workspace screen where the client can download them (they remain visible, even if the matter is set to no longer allow changes by the client)