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- Share Contracts with Requesters or watchers
- Share Attachments with the Client Portal
- Share Milestones with the Client Portal
- Add Collaborators to Approve and Sign Contracts
Steps
LEXZUR Client Portal allows legal teams to collaborate and communicate with their clients and requesters. Requesters will connect with the legal team to share data and collaborate on matters, cases, and contracts.
Anchor share matters with cp share matters with cp
Share
Matters/Contracts with Clients:
To share a contract with your clients via the client portal. Open the contract you wish to send, from the main application.
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