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Securely Sharing Files with Clients: A Step-by-Step Guide on Lawcus
Securely Sharing Files with Clients: A Step-by-Step Guide on Lawcus

Learn how to safely share files with clients using Lawcus. Follow our easy guide for step-by-step instructions on secure file sharing.

Harsimran Singh avatar
Written by Harsimran Singh
Updated over a year ago

Sharing files with clients through Lawcus is a secure and convenient way to send images, documents, videos, audio, and other types of files without risking data breaches. To share a file with a client, follow these steps:

1. Go to the Matters tab.

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2. Select the matter that you've already shared with the client.

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3. Click on the attachment icon and choose "Upload a file" from the dropdown menu

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4. Select the file you want to share from your PC.

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5. Once the file is uploaded, hover over it to reveal a set of options, then click "Share."

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6. Search for the client's name in the search box and select their name from the dropdown list.

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7. The file will be immediately shared with the client via the Client Portal.

Note that in order to share files with a client, you must first invite them to the Client Portal and share a matter with them.

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