How to Share Matters/Contracts/Documents with the Client Portal

Objectives

• Share Matters / Contracts with Clients 
• Share Attachments with the Client Portal
• Add Collaborators to Approve and Sign Contracts

Steps

App4Legal Client Portal allows legal teams to collaborate and communicate with their clients and requesters. Requesters will connect with the legal team to share data and collaborate on matters, cases, and contracts.

• Share Matters/Contracts with Clients:

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

From the matter page, for example, click on the Actions button, and choose "Show Matter in Client Portal" option.

Specify the client requesting the matter, as well as the watchers if needed. 

The client and the watcher will receive an email that a new matter is shared with them and they can now access the matter from the requested matters page from the Client Portal.

Similarly, contracts can be shown in the client portal. Therefore, the users can choose the "Show in Client Portal" from the contracts page and specify the requester as well.

• Share Attachments with Client Portal:

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

Therefore, from the Attachments tab of Matters or Contracts, select the File/Folder and click "Show in Client Portal"

• Add Collaborator to Approve and Sign Contracts:

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

Therefore, from the contract's Approval Center and Signature Center, add the approver or signee by specifying the Collaborator type, then add their names respectively.

The Collaborator will then receive the contract from their contract's page in the client portal and they can start collaborating on it.

For more information about App4Legal, kindly reach out to us at help@app4legal.com.

Thank you!