Efficiency, Security Made Easy with ShareFile for Legal (2024)

ShareFile is well-known for safe doc sharing and exterior collaboration capabilities. It gives a straightforward and safe technique to ship and obtain consumer or third-party recordsdata. Constructed on that sturdy basis, the most recent ShareFile for authorized improvements give legislation companies the ability to create unparalleled doc and client-centric efficiencies.

ShareFile for authorized builds on the core options you’re conversant in, including capabilities that expedite consumer onboarding, ease doc workflows, and higher defend enterprise and consumer data with out the necessity of advanced, IT-managed safety protocols.

Constructed Particularly for Authorized Professionals

Many authorized professionals (75%) spend greater than 20 hours per week on non-client-facing work. Reclaim a few of these hours with the highly effective options of ShareFile for authorized.

Share Recordsdata Securely

After we consider exchanging paperwork over e-mail, we regularly consider file measurement, however not at all times file safety. ShareFile for authorized handles each simply. There is no such thing as a file measurement restrict like e-mail has for attachments. The Outlook or Gmail plugin makes attaching paperwork and whole folders to an e-mail simpler and safer. The connected paperwork are uploaded to and are safe in ShareFile, and you’ll ship hyperlinks to solely obtain the file. You possibly can monitor the downloads, password defend them, and restrict the variety of occasions and the way lengthy the obtain hyperlinks work. Receiving recordsdata works equally. Present the consumer with a safe hyperlink and so they can add paperwork by way of an online portal. ShareFile notifies you of newly acquired paperwork.

• Tasks: Once you and the consumer collaborate on recordsdata, ShareFile for authorized presents a centralized consumer administration house for every case or matter that helps simplify, manage, and safe frequent doc workflows. This helps give extra visibility and management on who has entry to what and once they final accessed recordsdata, multi functional spot.
• Doc Requests Lists: For an inventory of paperwork you acquire steadily (e.g., the identical 5 paperwork for every deed you put together), ShareFile for authorized contains digital doc assortment to create and ship requests to purchasers, explicitly itemizing every doc and the date you wish to obtain it by. A blanket “add the whole lot right here” hyperlink typically works, however for particular or discrete objects, doc requests inform the consumer what you want. You possibly can evaluation what the consumer uploaded, remark, and even reject a given doc, state why, and request the right recordsdata (e.g., if the consumer uploaded two years of tax returns however not the latest two years).

Maintain Monitor of Duties

Even if you inform purchasers precisely which paperwork you want from them to proceed, you or somebody on the agency typically has to comply with up repeatedly. You might be able to invoice for the time, but it surely’s neither efficient nor rewarding. ShareFile for authorized gives two useful instruments.

• Process Monitoring: You possibly can configure ShareFile for authorized to trace matter-related duties. Statuses embrace “but to begin,” “in progress,” “overdue,” and “accomplished.” You possibly can create duties for particular person paperwork (as in property plan drafting), or whole courses of paperwork (as in discovery or due diligence work).
• Maintain the Shopper Knowledgeable: As a part of activity monitoring, you’ll be able to simply share activity entry with purchasers. When granted entry, which is discretionary, purchasers can obtain immediate standing updates that element all work for his or her issues.

Safety First

Though doc scanning and security have improved in recent times, they’ll nonetheless be a vector for malware and an infection. This reality is much more pronounced amongst attorneys, the place 2023 statistics reveal that 69% of attorneys depend on e-mail, typically unencrypted, for consumer communication and doc alternate. ShareFile for authorized proactively scans doc contents and gives recommended actions or automated actions for mitigating threats.

ShareFile’s safety capabilities embrace alerting you to uncommon sign-in and authentication makes an attempt and monitoring file uploads for malware.

Works inside Your Tech Stack

ShareFile is aware of that companies depend on a number of applications to carry out completely different capabilities. That’s why ShareFile for authorized integrates with key instruments like Microsoft 365, Google Workspace, Salesforce, and extra to scale back tech complexity and assist your agency increase effectivity.

ShareFile for Authorized Simplifies and Secures Your Doc Workflow

Digital paperwork workflows may also help enhance your agency’s pace, accuracy, and safety. ShareFile for authorized makes transmitting and collaborating on paperwork straightforward and safe. Whether or not your purchasers add dozens of discovery paperwork, a discrete listing of enumerated recordsdata, or a collaboration house for ongoing engagement between the consumer and the agency, ShareFile has you lined. Be taught extra about ShareFile for authorized by visiting their website.

Final up to date April nineteenth, 2024