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Legal Exclusive Early Access

July 21, 2023
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Thank you for your interest in ShareFile’s exclusive early access program for our new, legal-focused functionalities.

TIP:

To see the updates, please refresh your ShareFile dashboard or sign out and back in again.

Reminders

To assist you in navigating the new legal-based functions, we have added the following articles to assist you:

  • NEW! Tasks: Law firms can easily track the status of tasks related to client matters, including whether they are in progress, completed, overdue, or yet to start. Utilize this new feature within our recently released Projects functionality.

  • NEW! Threat detection alerts: Secure client data by getting notified of unusual access to ShareFile account via email.

  • NEW! Integration of prospective client data with Salesforce and QuickBooks.

  • UPDATED! Projects has added functionality with the above new Tasks feature.

  • UPDATED! Accelerated Agreements with auto-fill templates, built-in unlimited e-signature, and updated Project Creation to expedite tedious document preparation.

Legal Exclusive Early Access
July 21, 2023
Contributed by: 
P
July 21, 2023
Contributed by: 
P

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