Once you have invited a client or colleague to set up an account in Caseway, that individual can upload documents and also view documents that you’ve shared with them
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Your client will log into Caseway and click Upload on the upper right.
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They will then be able to choose the Matter that corresponds to the document, and double click on it or drag and drop the document into the white box that appears to upload it.
- This sends the document back to the firm.
- This sends the document back to the firm.
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You will receive an email notification each time a document is added by your client.
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Documents shared by your client appear in the Documents tab of the accompanying Matter under the Shared with me via Caseway filter along with the number of documents they have shared:
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Documents shared by your client appear in the Documents tab of the accompanying Matter under the Shared with me via Caseway filter along with the number of documents they have shared: