Your engagement provides a secure and collaborative area to connect with your attorney-client.
- Seamless file sharing: Centralize your document sharing.
- Organize payment activity: Instantly create new invoices and track payment activity through the specific engagement.
- Stay in the loop: Stay updated in real-time with the Activity Log feature.
- Leverage resources: Collaborate with your attorney-client through the resources section. This includes agreements, W-9, and an engagement checklist.
You receive a daily email summary of all activity in your shared space, which can be toggled on or off from the engagement.