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- Share Notes at the Matter Level with External Advisor
- Share Notes at Contract Level with External Advisor
Steps:
The Notes enables the legal team and their external advisors to communicate seamlessly within the matter or contract page, ensuring efficient collaboration. For instance, you can request updates, share essential case details, or add comments, all in one centralized location, keeping communication streamlined and organized.
Notes from Matters/Cases
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This will hide the note from the advisor portal.
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Example of a note visible from the Advisor Portal:
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Notes from Contracts
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| Ensure the contract is already shared with the external advisor. If not, learn more about sharing matters contracts with external advisors here. |
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