All features
Pro plan only
Client portal
Instead of chasing a client for documents sent across several emails, you send them a link. They upload their documents there; you retrieve them in one place to process and archive them at the firm.
What you can do
One link per case
Each portal has its own address, which you give to the client concerned.
No account for the client
The client uploads files from the link, without signing up.
Notified on receipt
You are told as soon as a new document arrives.
How it works
- Create a portal for the case.
- Send the link to your client.
- Retrieve the uploaded documents.
Related features
- Pro plan only
Team workspace
Work on cases together, with roles and an activity history.
- Included in the Free plan
Create a PDF
Convert Word documents and merge several files into a single PDF.
- Pro plan only
Redact a PDF
Hide the sensitive passages of a document before disclosing it.