For each of your mandates, you can set what can and can’t be deposited in the data room. This file storage can be limited to a certain time window and withdrawn at any moment with a mouse click.
With just another click, you can choose the desired document (or documents) and share it with your clients. When a document is shared, a small cloud icon indicates that it has been uploaded to the data room.
And your clients? Well, they too will receive a secure login to access the data room, and can then view or download any documents you share with them.
As soon as your client has access to the data room, they will find an UPLOAD directory, in which any documents can be uploaded. Not only is this safer, but it’s also faster and more reliable for large quantities of documents, than sending them via e-mail.
As soon as new documents are uploaded, our law firm software timeSensor LEGAL sends an internal ticket to inform the client manager that new data is available. If you wish, these can now be transferred to your DMS.