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Marcus King
Marketing Manager

Share documents securely with clients. Now built into LawY!

Summary

LawY Document sharing lets you grant people (clients, counsel, third parties) access to a matter by email. They see the documents inside a secure LawY space instead of in their inbox, and you control what each person can do: view only, or view and upload. When someone uploads a file, it lands directly in the matter in LawY no downloading, renaming, or re-filing. Documents flow both ways, and everything stays in one place.

Every firm has the same quiet workflow, and almost nobody questions it: you need to get a document to a client, so you attach it to an email and hit send.

It works. It's also the moment you lose control.

Once that attachment leaves your outbox, it lives in someone else's inbox indefinitely. It can be forwarded. It can't be recalled. And you have no say over who ends up with it. For a profession that handles some of the most sensitive documents people ever deal with property settlements, parenting matters, financial disclosures that's a lot of trust placed in a channel that was never built for it.

Then there's the return trip. The client replies with the signed forms, plus a few extra documents you didn't ask for. Now someone on your team has to download each one, rename it to match your filing conventions, and drop it into the right matter. Multiply that across every client and every matter and it adds up to real hours hours spent moving files around rather than doing legal work.

A better default

Document Sharing, now in LawY, replaces the email attachment with something built for the job.

Instead of sending a file, you give someone access to the matter by email. They see the documents inside a secure space not their inbox after verifying their identity with a one-time code. You choose what each person can do: view only, or view and upload. Access lives with the matter, so it's yours to manage, not something you've handed off in an email you can't take back.

It works both ways

The part that saves the most time isn't sending it's receiving. Give a client upload access and they can send documents straight back by dragging and dropping them, the same way they'd upload to any cloud drive. Those files load automatically into the matter in LawY. No downloading. No renaming. No re-filing.

So the whole exchange out to the client, back to you happens in one place, with the matter as the single source of truth. No more hunting through email threads for the latest version.

Control, without the friction

Security usually comes at the cost of convenience. This doesn't. Recipients don't need a LawY account; they just verify by email and they're in. You still decide, person by person, who can view and who can contribute. It's more secure than an attachment and less work than one.

If your firm is still emailing documents back and forth, this is the upgrade to that habit.

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