When using Lawcus to organize your files, you have the option to share folders and their files with your clients. By default, only team members added to the matter can access the folder. However, if you want to grant access to your clients, you can easily change the privacy settings. Let's understand how.
Steps to Share Folders with Clients
Go to
Matterson the left and click open the desired client matter.Navigate to the
Filestab and locate the desired folder.Click on the
Ellipsisbutton and selectShare folder's filesfrom the dropdown menu.
Toggleand select the client user with whom you want to share the folder. ToggleSelect All, if you want to share the folder with all client users.Finally, click on
Shareto share the folder with the client. Once you have completed the process, the client will be able to access the folder and view its files, including images, text documents, videos, and more.
Note: It's important to ensure that you share the folder with the appropriate clients and have the necessary permissions to share the files. Double-check the client name and the folder you are sharing to avoid any accidental sharing of confidential information.
Steps to Share Individual Files with Clients
Go to
Matterson the left and click open the desired client matter.Under the
Infosection, navigate to the bottom and click on theAttachmentlogo.
Either generate a
Document from templateorUpload a file.Once generated or uploaded, the file will appear in the activity timeline.
Hoveron the file and click on theSharingbutton.
Toggleand select the client user with whom you want to share the file. ToggleSelect All, if you want to share the file with all client users.Finally, click on
Shareto share the file with the client. Once you have completed the process, the client will be able to access the file in the client portal.