What’s new
NewShare Case documents directly with Clients
Send a Firm file through the Client Portal instead of a separate email.
Share an existing Firm upload from the Case file browser, or choose Share in Client Portal while uploading. Clients see shared files under From your firm, where they can view or download them.
Sharing makes the file visible to every Client on the Case. The Firm can remove it from the Client Portal at any time without deleting the Case Document.