Digitize manual legal processes with new ShareFile features for law firms
- Keep client matters organized in one place.
- Simplify document collection and discovery with AI.
- Support client interactions more quickly.
- Improve client service with secure, digital workflows.
Keep Client Matters Organized in One Place
ShareFile Projects, a dedicated workspace, helps law firms organize matter-related files, tasks, requests, approvals and client collaboration in one place. Firms can standardize processes such as client onboarding, information gathering, discovery management, document collaboration and review, as well as secure communication, helping legal teams deliver a more consistent and organized experience across client matters.
By centralizing requests, documents, tasks and client interactions, ShareFile software helps legal teams reduce scattered information, manual follow-ups and unnecessary back-and-forth. That means teams can spend less time tracking work and more time moving client matters forward.
Support Quicker Client Interaction
We’ve enhanced the experience in the ShareFile actionable client portal to help firms improve client response time. These enhancements, available for users with the Legal Client Intake and Engagement solution installed, make it easier and quicker to view tasks and take action in the ShareFile portal, speeding up tasks like submitting documents during discovery or completing a digital intake form.
The ShareFile client portal experience helps firms improve client response time and reduce friction across common legal workflows. Clients can more easily view requests, complete tasks, upload documents, review information and respond in a secure portal.
This can help speed up tasks like submitting discovery documents, completing digital intake forms, reviewing matter-related requests or signing documents. For clients, the experience is clearer and easier to navigate. For firms, it means fewer reminder emails, fewer status checks and more efficient matter progress.
Simplify Document Collection and Discovery with AI
With AI-powered document request list generation, ShareFile users can leverage generative AI to create document requests faster for workflows—such as discovery, intake, due diligence and recurring client requests. Users can edit and save items as reusable templates, helping firms save time, improve consistency, standardize document collection workflows and scale client service without adding more administrative overhead.
Improve Client Service with Secure, Digital Workflows
Legal work depends on timely client action. Whether a client needs to upload documents, sign an agreement, complete an intake form or respond to a request, every delay can slow the matter down.
ShareFile Premium helps firms bring client-facing workflows into a single, secure experience, with branded client portals where clients can respond to requests, submit documents and forms, complete tasks and sign documents securely. That gives legal teams a more connected way to manage client work while giving clients a simpler, more professional experience.
“Lawyers are looking for ways to streamline workflows, work with clients easily and securely, and reduce redundancy in their tech stack,” said Catherine Sanders Reach, Director, Center for Practice Management at the North Carolina Bar Association*. “ShareFile steps in to provide firms key document workflow technology in a single tool, reducing manual processes and simplifying work. They are committed to understanding lawyers’ key processes and identifying opportunities to enhance security, efficiency and client service delivery."
Availability
ShareFile Projects and native e-signatures are generally available with access limited to ShareFile Premium, Industry Advantage and VDR customers.
The AI-powered document request list generation feature is available as a beta release with access limited to ShareFile Premium, Industry Advantage and VDR customers. Specific pricing and packaging for this feature will be announced upon general availability.
Additional terms and conditions may apply.
Get Started Today
Visit https://www.sharefile.com/industry/legal or start a free trial to discover how ShareFile software helps law firms increase billable capacity with secure document workflows, automation, AI-powered assistance and better client experiences.
*The opinions expressed are solely those of the individual in a personal capacity and do not represent those of the North Carolina Bar Association; this statement is not made in an official capacity as a representative of the North Carolina Bar Association.
Sooraj Kumar R
Product Marketing Manager
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