Share Documents within the Internal Client Portal
Share Documents within the Internal Client Portal:
- Documents submitted via Legal Intake will now appear on a separate 'documents' tab within your matter, rather than within the 'Instructions' tab.
- For clients who Xakia's DMS enabled, within this Documents Tab, you will have the option to "Share with Internal Client Portal" for any document saved to Xakia.
- Internal Clients can share documents with you from within their Portal throughout the life of the matter.
- Internal Clients can Upload, Download and Preview their documents from within their Portal.
Learn more about the Internal Client Portal here.
If you require more information or support, please click the ? in the top navigation bar of your Xakia platform, or email firstname.lastname@example.org.