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.

Watch our original product demo with ShareFile here:
[ Ссылка ]

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