Share the letter, keep control of every access.
The challenge
An engagement letter needs to reach the client for review and signature, while the firm keeps clear control over what's shared and a record of who has viewed it.
The solution
External collaboration links share the engagement letter with the client directly, with permissions, expiry, and a full audit trail, so confidential terms stay governed right through to sign-off.
Key Capabilities Used:
External collaboration links.
Navigate to the engagement workspace in the next-gen iManage platform and select the completed engagement letter.
Only the selected document is shared, keeping the rest of the engagement workspace confidential.
Generate an external collaboration link for the letter. Set permissions to view-only or edit, depending on whether the client needs to comment, and apply an expiry date so access closes once sign-off is complete.
The client can review the letter without needing an iManage account.
Monitor and revoke access for the shared letter from the security button at any point.
The next-gen iManage platform allows you to revoke access at any time.
Monitor all edits and actions to the document by clicking versions and then timeline.
The next-gen iManage platform records every access, giving the firm a timestamped log of when the client viewed the letter, right through to sign-off.
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