Easy Client Extranets
Email is quick and easy but it is by no means secure – from either human error or snooping software looking for key words of emails to copy. For any confidential communications or distribution of documents, each client can have a confidential workspace with different sections for staff with different needs/rights to information. You can track versions of documents in this space ensuring that everyone is working on the right version.
Features
- Enterprise-grade security, with the ability to grant or restrict access to individual pages and folders by person or role
- Full-text searchability of pages and files, including all Microsoft Office documents and PDFs
- Define tasks, activities and events by client or Matter
- Set automated notifications for activity in the client area.
Data Import – we can import virtually any data from any system, from a database or Excel format.
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