Vendor collaboration: File Sharing success kit

Simplify legal document management with SimpleLegal's two-way vendor collaboration. It allows effortless sharing and collaboration on legal documents with outside counsel - from SimpleLegal to CounselGO (our vendor portal) and vice versa, streamlining communication and document collaboration.

Here’s what you can expect with vendor collaboration:

• Collaborate on general and matter documents
  • General file sharing (available to all customers): Documents like billing guidelines, legal service agreements, engagement letters, etc.
  • Matter file sharing (available to matter management customers): Documents like patent applications, visa applications, M&A agreements, employment contracts, etc.
• Single, secure place to access and share
• Spend less time communicating with law firms by phone or email
• Two-way file sharing with the ability to download (client → law firm and law firm → client)

How to get started:

• Try sharing general, non-matter files today
• If you have a matter management plan, try sharing matter files
• Note: You will receive email notifications when files are shared. This email will contain the name of the file(s) shared, so be careful when forwarding the email notification.