LawSites Walkthrough of ShareFile's Document Collaboration Tools

In this demo with Bob Ambrogi, Lead Product Manager for ShareFile, Pedro Ventura, walks through simple and complex document sharing from both the law firm and the client perspective.

Topics covered in this video:

00:00 - Introductions

02:42 - Simple document collaboration

03:33 - Creating a folder and using folder templates

04:40 - Creating files

06:52 - Staying organized with client file upload folder

07:53 - Client view

09:35 - Complex collaborations using project spaces

14:55 - Document request suggestions using AI

17:34 - Sending information requests, questionnaires, and signature requests

17:54 - Attaching signature requests to templates and documents

About ShareFile:

ShareFile for Legal helps streamline common document-heavy workflows while enhancing security for document sharing, onboarding, communication, and other tasks. And it simplifies service delivery for better productivity and a more seamless client experience.