Pleadings & editor · Teilen und mobil
Share with the client: choose a level, write a note
Enlarge imageThe dialog "Share with client" first names who receives access: the clients of the case file who have access to the client portal. Then you choose the level, here "Comment only"; the other options are "View only", "Suggest changes" and "Edit freely". An optional note such as "Please check § 3 in particular" goes with it. The client works on a copy, and your original stays unchanged until you adopt changes.
To the feature: Canvas & Redline →To the feature: Client portal →Watch the video →
All recordings use fictional sample data – no real cases, people or file numbers. AI output can contain errors and does not replace legal advice.
