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.
2. Select the matter that you've already shared with the client.
3. Click on the attachment icon and choose "Upload a file" from the dropdown menu
4. Select the file you want to share from your PC.
5. Once the file is uploaded, hover over it to reveal a set of options, then click "Share."
6. Search for the client's name in the search box and select their name from the dropdown list.
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.