Keep the family informed, effortlessly.
The challenge
Estate matters involve executors and beneficiaries who need to review documents and provide approvals, often at a distance. Coordinating those sign-offs while keeping the firm in control of the documents takes care.
The solution
External collaboration links share the relevant documents securely with the family for review, and real-time updates keep everyone seeing the current state. Sign-offs move smoothly with the firm in control.
Key Capabilities Used:
External collaboration links.
Navigate to the estate matter in the iManage Next Gen Platform and generate external collaboration links for the documents requiring review. Set the appropriate permissions and an expiry date so access is controlled from the start.
Executors and beneficiaries can open the documents without needing an iManage account.
Share the links directly with each executor or beneficiary. Each recipient sees only the documents they need to review, with no access to the wider matter.
The attorney controls who sees what, and can revoke or update access at any time without reissuing links.
As each family member reviews the documents, real-time updates reflect activity across the shared set.
The attorney can see at a glance which approvals are complete and which are still outstanding, without chasing for updates.
Once all reviews are complete, the attorney updates the documents in the matter. Because the collaboration links always point to the current version, every recipient is automatically seeing the latest state, no need to re-share.
Every step, handoff, and approval is timestamped and traceable, with the firm in control of the documents throughout.
More to explore
External Collaboration Links
Key Capability
Prepare And Share A Property Closing Set
Use Case
Move Through Estate Administration With Confidence
Use Case