Common questions

My client didn't get the invitation email. Ask them to check spam and junk. Make sure the email on the matter is right. You can also send them the sign-up page link yourself; they must sign up with that exact email address.

What file types can clients upload? PDF, photos (JPG, PNG, iPhone HEIC), Word and Excel, up to 25 MB each.

Can my client change a document after sending it? Not once it's sent. Ask for a new copy and they can send it again; earlier versions stay with you.

Why isn't an approved entry on the balance sheet? It may have no classification (for example payslips) or no value. The notice at the top of the balance sheet says how many and why. Set them on the review screen.

Can the other side's lawyer see my client's documents? Only the ones you disclose to them from the Other side tab, and you can see when they download each one. Everything else stays private to your firm.

Can the client see our modelling scenarios? No. Scenarios are staff only, as are your notes and reviews. The client sees the balance sheet only if you share it.

Someone left the firm. A firm admin can remove them on Team. Their past actions stay in each matter's activity.