Browse guides
Working with clients
Share work with clients and other advisers, and decide who sees what.
Clients and matters
- Set up a group for a clientA group for the client or practice area with the right access model, managers and members.
- Organise a matter's work in foldersA long matter's structures and timelines sorted into folders, with copies made where a new version is needed.
- Set up a group's templates and standard contentGroup templates and standard building blocks so every new matter starts from the firm's best version.
- Close and archive a finished matterThe finished matter archived out of the team's lists and search, with everything on it kept and back within reach when a question comes in.
- Keep matter work that is due for deletionWork on a matter that is still needed given a new retention period, or its deletion confirmed.
The matter overview
Working with colleagues
- Share your work with a colleagueColleagues notified by email with a link and a note, and added to the matter if they were not on it.
- Discuss a draft with the teamA comment thread where the work is, with the right people mentioned and notified.
- Find out who changed whatThe change history of a structure, timeline, board, matter or group, with who and when.
Sharing with clients
- Give the client access to the matterThe client invited to the matter with everything, or only the boards, timelines, structures and insights you choose.
- Decide what clients see on a matterThe overview clients land on, and client views that set what each kind of client gets when you share.
- Check what the client seesThe matter previewed through the client's eyes before you invite them.
- Give the client access to their tasksA permission set that lets the client, or the other side's counsel, see and update exactly their part of the board.
- Share a chart or chronology outside the firmCo-counsel, an expert or the client given one structure or timeline through a personal link, view-only or editable.
- Review and end outside accessEverything shared outside the firm listed, and access removed for people who no longer need it.