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Collaboration & sharing

Sending documents for review, requesting documents and collecting feedback – even without a client portal: create a link, set its validity, revoke it, plus the guest pages without an account where recipients view, comment and upload.

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All recordings use fictional sample data – no real cases, people or file numbers. AI output can contain errors and does not replace legal advice. The screenshots show the English interface; sample data and documents are partly in German. Smart Legal Pro itself is fully available in German, English, French, Italian, Spanish, Dutch and Polish.

Tip: click an image to open it large – use the arrow keys to move on.

Zur Prüfung senden

Images: 5

Send a document for review, even without the client portal
In 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.
Page of this image →To the feature: Client portal →To the feature: Canvas & Redline →
Create a magic link: recipient, language and validity
The dialog "Send magic link" requires only a name for the recipient; an email address is optional. You also choose the recipient's language, in which the guest page appears, and the validity in days. "Create link" generates the link, and the contact details can be saved in the client management if needed. The recipient needs no account of their own to view and reply.
Page of this image →To the feature: Client portal →To the feature: Canvas & Redline →
Link created: copy it, pass it on, keep an eye on validity
After creation, the dialog shows the finished link with a button to copy it and the notice that it is valid for 14 days. Because no email address was entered, it says "please share the link manually"; with an address, the law firm would send the invitation itself. The plain-text link can no longer be retrieved after closing, because only a checksum is stored. With "Done" you close the dialog.
Page of this image →To the feature: Client portal →To the feature: Canvas & Redline →
Active link: recipient and expiry date at a glance
If you open "Send for review" again, the dialog recognises the existing link: "An active link already exists for this request" with recipient and expiry date. There are no two parallel links for the same review, so it stays clear who may see what. If you want to issue a new link, use "Close & create new"; the old link then loses its validity.
Page of this image →To the feature: Client portal →To the feature: Canvas & Redline →
Revoke a link: confirmation before closing
Before closing, the dialog asks "Close link and create a new one?" and explains that the existing link will no longer work afterwards. You can then create a new link for the same request. The red confirmation prevents an ongoing access from being ended by mistake. Anyone holding the old link then sees an understandable message that the review has been withdrawn.
Page of this image →To the feature: Client portal →To the feature: Canvas & Redline →

Gastansicht

Images: 6

Guest view without an account: view the document and give feedback
Whoever opens the link sees at the top the law firm with the responsible lawyer, the note and exactly one document, here "Ablehnung-Autohaus" (rejection letter to the car dealership), with the notice "Binding". Below are the comment field and three decisions: approve bindingly, request revision or reject. Binding approval only becomes available once the document has been opened. The date until which the link is valid is clearly visible in the box; no account is needed.
Page of this image →To the feature: Client portal →
Guest writes a comment, without a decision
Here the guest has written a question about the statute of limitations in the comment field. With "Send comment only (no decision)" it goes to the law firm without the guest approving or rejecting. The link stays active, so a decision can still follow later. A notice at the bottom explains that the feedback is transmitted in encrypted form and that nothing is adopted without review by the law firm.
Page of this image →To the feature: Client portal →
Feedback sent: the guest knows the law firm has been informed
After sending, a green tick appears with "Thank you! Your comment has been passed to the law firm." and the notice that the law firm has been informed and the window can be closed. The message gives the appropriate confirmation depending on the decision, for example for approval, revision or rejection. In the case file, the feedback appears for the law firm for further handling.
Page of this image →To the feature: Client portal →