Collaboration & sharing · Zur Prüfung senden
Send a document for review, even without the client portal
Enlarge imageIn the law firm's DMS, you right-click "Manage document" and there choose "Send for review". The dialog offers a note to the client, the option "Binding – your client must expressly approve" and the route "By link, without login". For this, the document is released to the client, who always sees the current version. This way a review works even if the client has no portal account.
To the feature: Client portal →To the feature: Canvas & Redline →
All recordings use fictional sample data – no real cases, people or file numbers. AI output can contain errors and does not replace legal advice.
