Sharing Documents and Statements with clients in LEAP Leal via LawConnect

Описание: Hey, this is Celine at CHOPS Consulting. Today's video is about sharing documents, invoices, or any type of file with your clients via LawConnect.

In the details and correspondence pane, you'll find a "Share Document" button for LawConnect. You can share various documents, including client statements and trust statements, through LawConnect. Today, I'll focus on sharing documents from the details and correspondence pane.

You can share documents by email or internally via Microsoft Teams. To share via LawConnect, select a document and click the share button. You'll have options to enter the client's email, choose their card from the matter, or add a new card. It's best to add the card to the matter for related documents. For access, you can select "sign-in to view" for secure sharing or "anyone with the link can view."

Add a message if you want and choose the format—original, editable, or a restricted PDF. Click share, and the client will receive an email notification.

Clients need to create a LawConnect account or log in to view shared documents. They can also download the LawConnect app for Android or iPhone. Once logged in, clients can see comments on the document and details like file size and version. They can also see all shared documents, invoices, and trust funds related to their matters.

Clients can upload documents back to you via LawConnect, which will notify you via email and LEAP. Shared documents and comments are easily manageable—you can revoke access, add recipients, or update sharing settings as needed.

You can also see all LawConnect shared items across all matters and manage them through the main menu, filtering by document type, viewing status, and more. Overall, LawConnect makes document sharing straightforward and efficient.