ShareFile

Legal Client Intake and Engagement Solution - BETA

September 30, 2024

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NOTES:

The installation of a solution installs it for all employee users on the account. Only those with SuperUser, Account Owner, or AdminManageEmployees roles can install or uninstall.

The Legal Client Intake and Engagement solution, is available as a beta release with access limited to ShareFile Premium and Industry Advantage customers. Specific pricing and packaging for solutions will be announced upon general availability.

This Legal Client Intake and Engagement solution beta release is provided “AS IS” without any warranties or indemnities of any kind, or any promises, or guarantees that this solution will be publicly announced or made generally available. This beta release can be suspended or terminated at any time by ShareFile in its sole discretion with or without notice to customers.

For specific pricing and packaging for solutions see Plans & Pricing.

Overview

SF start page

Simplify the client onboarding and engagement process during cases with this ready-to-use solution, enhancing efficiency and security throughout the entire process. From intake and signing retainer agreements to managing discovery, the solution delivers a consistent and streamlined experience.

This includes:

Onboard and collect client information with embedded workflows and intake forms
Draft and send documents for signature instantly
Manage discovery by seamlessly collecting client documents
Standardize and organize cases and documents
Delegate tasks or collaborate with team members on matters
Maintain legal compliance with audit log reports

See FAQ - Legal Solution for more information.

NOTE:

The installation of a solution installs it for all employee users on the account. Only those with SuperUser, Account Owner, or AdminManageEmployees roles can install or uninstall.

ShareFile client requirements

The installation of this solution will give a new client portal experience to all client users. See those updates here.

Accessing and installing the Legal Client Intake and Engagement solution

Use the following information to access the Legal Client Intake and Engagement solution from your ShareFile Catalog.

Open ShareFile in your web browser.
Select Catalog from the menu.

The ShareFile Catalog page opens in a new tab.
Click the solution tile to see the solution details.

The Solution details page displays with an overview of the solution.
Select Install.

The “Welcome…” message displays providing more details regarding the solution.
Select Continue.

The Legal Client Intake and Engagement solution solution message displays.
Select Install.
The confirmation message displays letting you know the installation started.

Once the installation completes, a confirmation message displays letting you know the solution is installed.
Return to your ShareFile account to start using the installed solution.

Using the Legal solution to onboard a new client

Refresh your ShareFile dashboard to see the added solution to your left navigation menu.
Select Matters to open the solution dashboard.
Select Create matter.

The Create matter page displays allowing you to create an matter for a client user.
Select a client user from your list of clients.
Select Create matter to activate the client onboarding process.

Once the Create matter process completes, the client’s required tasks and requests display.

As the new client completes the requested tasks including Document requests, Information Requests, and Signature request you can review the progress on the portal. You also have the ability to create an activity report using Create activity report.

SF start page

Signature requests

Use the following instructions to send a signature request to your client.

Select Matters to open the solution dashboard.
Open the client project to access Signature request.
Select Create request to then select Signature request.
Select a Document to send by dragging a file to the window or select Browse files.

The Files and recipients screen displays with the signature request document displaying.
Under “Who are the recipients?” enter the recipient information including Name and Email.

Joe
Select if the recipient is to be a signer or viewer of the document.
Tips:
- Add recipients is an option if you must send the same document for multiple signers listed. For more information, see More
- Set signing order toggle allows you to stagger the requests based on the order set during the request for addition signers. For more information, see Set signing order.
Select Next Step.

The Place fields screen displays.
Select the fields that you want to add to the document then drag.
Select Next Step.
Verify the Document name and edit if necessary.
Verify the recipient’s name and role in the request.
Add an optional note for the signer.
Set the expiration for the request.
Under Security options select the Passcode toggle to generate a code the signer needs to open the signature request.
Select Send signature request.

The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.

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Legal Client Intake and Engagement Solution - BETA

September 30, 2024

Contributed by:

September 30, 2024

Contributed by:

Legal Client Intake and Engagement Solution - BETA

Overview

ShareFile client requirements

Accessing and installing the Legal Client Intake and Engagement solution

Using the Legal solution to onboard a new client

Signature requests

In this article