Tutorials
Features

Automatically Update Clients with Shared Matter

Keep clients informed with real-time updates

Automatically Update Clients with Shared Matter

Shared File for Seamless Client Collaboration

Claimvoyance’s Shared Matter feature keeps clients updated on case progress automatically. By sharing selected portions of a case, clients gain easy access to important updates without the need for repeated emails or calls.

Real-Time Access to Case Progress

Clients can securely access their shared files via a direct link, where they can view completed tasks, ongoing activities, and scheduled events in the Matter Calendar. This transparent approach helps clients stay informed and feel involved at every stage of the case.

Effortless Document Sharing

Documents placed in the shared folder are readily available for client viewing. Clients can also collaborate by adding their own documents directly to the shared file, ensuring all relevant files are centralized and accessible to both parties.

Strengthen Client Relationships with Automatic Updates

With Shared Matter, Claimvoyance simplifies client communication, allowing clients to track progress independently and eliminating the need for manual updates. This feature fosters trust and transparency, making client collaboration efficient and straightforward.

Ready to go?
Get your free demo account
Get Started
No items found.

Check our recent articles

Boost your claim game today

Let's go!