Child pages
  • How to Share Contracts/Documents with the Client Portal




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share matters with cp
share matters with cp

  • Share Matters/Contracts with Clients:

The Legal team can share corporate matters, litigation cases, and contracts/documents with the requesters from the Client Portal.

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share files with cp
share files with cp

  • Share Attachments with Client Portal:

Additionally, users can share the related attachments with their clients in the client portal.

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share milestones
share milestones

  • Share Milestones with Client Portal:

Milestones will be visible in the client portal by default if the Contract is visible in the portal.

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add collaborator
add collaborator

  • Add Collaborator to Approve and Sign Contracts:

In Contra, users can add their collaborators as approvers or signees.

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