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Client portal · Freigaben und Entwürfe

Draft to comment on: the client reads along and adds remarks

The firm shares a draft for review; the client can comment on passages and view versions, but cannot change the text.Enlarge image

The firm has shared a draft reference letter “for comments only”; its note to the client appears at the top. The client marks a passage, chooses “Add comment” and writes her remark, which appears in the “Comments” tab on the right; the text itself stays in read-only mode. Via “Versions” she sees earlier states, and with “Send to firm” she passes on her remarks. The draft runs in rounds; the picture shows round 1.

To the feature: Client portal →To the feature: Canvas & Redline →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.

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