ShareFile is well-known for safe doc sharing and exterior collaboration capabilities. It gives a simple and safe option to ship and obtain consumer or third-party recordsdata. Constructed on that robust basis, the most recent ShareFile for authorized improvements give legislation companies the facility to create unparalleled doc and client-centric efficiencies.
ShareFile for authorized builds on the core options you’re aware of, including capabilities that expedite consumer onboarding, ease doc workflows, and higher shield enterprise and consumer data with out the necessity of advanced, IT-managed safety protocols.
Constructed Particularly for Authorized Professionals
Many authorized professionals (75%) spend greater than 20 hours per week on non-client-facing work. Reclaim a few of these hours with the highly effective options of ShareFile for authorized.
Share Information Securely
After we consider exchanging paperwork over electronic mail, we frequently consider file dimension, however not at all times file safety. ShareFile for authorized handles each simply. There isn’t any file dimension restrict like electronic mail has for attachments. The Outlook or Gmail plugin makes attaching paperwork and whole folders to an electronic mail simpler and safer. The hooked up paperwork are uploaded to and are safe in ShareFile, and you may ship hyperlinks to solely obtain the file. You may monitor the downloads, password shield them, and restrict the variety of instances and the way lengthy the obtain hyperlinks work. Receiving recordsdata works equally. Present the consumer with a safe hyperlink they usually can add paperwork by way of an internet portal. ShareFile notifies you of newly acquired paperwork.
- Initiatives: Once you and the consumer collaborate on recordsdata, ShareFile for authorized provides a centralized consumer administration area for every case or matter that helps simplify, set up, and safe widespread doc workflows. This helps give extra visibility and management on who has entry to what and after they final accessed recordsdata, multi functional spot.
- Doc Requests Lists: For an inventory of paperwork you accumulate regularly (e.g., the identical 5 paperwork for every deed you put together), ShareFile for authorized contains digital doc assortment to create and ship requests to purchasers, explicitly itemizing every doc and the date you wish to obtain it by. A blanket “add every thing right here” hyperlink typically works, however for particular or discrete gadgets, doc requests inform the consumer what you want. You may evaluation what the consumer uploaded, remark, and even reject a given doc, state why, and request the proper recordsdata (e.g., if the consumer uploaded two years of tax returns however not the latest two years).
Hold Monitor of Duties
Even whenever you inform purchasers precisely which paperwork you want from them to proceed, you or somebody on the agency typically has to comply with up repeatedly. You might be able to invoice for the time, but it surely’s neither efficient nor rewarding. ShareFile for authorized gives two useful instruments.
- Process Monitoring: You may configure ShareFile for authorized to trace matter-related duties. Statuses embody “but to begin,” “in progress,” “overdue,” and “accomplished.” You may create duties for particular person paperwork (as in property plan drafting), or complete courses of paperwork (as in discovery or due diligence work).
- Hold the Shopper Knowledgeable: As a part of job monitoring, you possibly can simply share job entry with purchasers. When granted entry, which is discretionary, purchasers can obtain immediate standing updates that element all work for his or her issues.
Safety First
Though doc scanning and security have improved in recent times, they will nonetheless be a vector for malware and an infection. This truth is much more pronounced amongst legal professionals, the place 2023 statistics reveal that 69% of attorneys depend on electronic mail, typically unencrypted, for consumer communication and doc alternate. ShareFile for authorized proactively scans doc contents and gives steered actions or automated actions for mitigating threats.
ShareFile’s safety capabilities embody alerting you to uncommon sign-in and authentication makes an attempt and monitoring file uploads for malware.
tech-stack”>Works inside Your tech Stack
ShareFile is aware of that companies depend on a number of applications to carry out totally different capabilities. That’s why ShareFile for authorized integrates with key instruments like Microsoft 365, Google Workspace, Salesforce, and extra to scale back tech complexity and assist your agency enhance effectivity.
ShareFile for Authorized Simplifies and Secures Your Doc Workflow
Digital paperwork workflows may help enhance your agency’s pace, accuracy, and safety. ShareFile for authorized makes transmitting and collaborating on paperwork straightforward and safe. Whether or not your purchasers add dozens of discovery paperwork, a discrete checklist of enumerated recordsdata, or a collaboration area for ongoing engagement between the consumer and the agency, ShareFile has you lined. Be taught extra about ShareFile for authorized by visiting their website.
Final up to date April nineteenth, 2024
