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Send the request by link: name the recipient

The request also goes out without the client portal: name the recipient, choose language and validity.Enlarge image

From the request, "Send by link" opens the same dialog as for the review, here with the text that the recipient can upload the requested documents without an account of their own. You name the recipient, choose language and validity, and create the link. The address is optional and only needed if the law firm is to send the invitation.

To the feature: Client portal →

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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