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The advisor will access then his matters/cases from the advisor portal, he can start collaborating, add his own tasks, change litigation stages, and add hearings, and time logs.
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Upon enabling the share documents option, all documents related to a matter will automatically appear in the Advisor Portal. However, users can also manage which files they want to hide from the Advisor Portal from the matter's attachments page. |
Moreover, the advisor can easily communicate with the legal team by simply adding notes.
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