Robert Ambrogi Blog
Today on How it Works, Lead Product Manager for ShareFile, Pedro Ventura, walks me through simple and complex document sharing from both the law firm and the client perspective.
ShareFile is a document sharing portal for law firms, which “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.”
Readers interested in learning more about ShareFile, which was recently acquired, can watch our original product demo from last year, here.
In this video, we dive into two different workflows: a simple file share, and a more complex project dashboard. Notably, this year, ShareFile added some new AI features that improve its complex file sharing workflow. Attorneys can use AI to suggest which documents are required from a client based on the case type, and can send and receive document requests in bulk.
All of the video’s chapters, with time codes, can be found on YouTube, but some of the specific topics we go over are:
- Simple document collaboration
- Using project spaces for complex collaborations
- Creating folders and using folder templates
- Client view for both simple and complex collaborations
- Using AI to generate document request suggestions
- Sending information requests, questionnaires, and signature requests
- Attaching signature requests to templates and documents
About How It Works
How It Works is a sponsored video series that lets you see how legal technology products work. Each episode features a hands-on demonstration, presented by the product’s developer and moderated by me.
See other episodes here or on YouTube, or read this introduction.
To feature your product in How It Works, contact us here.