Sharing Files with Legal Assistants

This section displays the names of the legal assistants who have requested a file sharing with you or who are already sharing files with you. It is up to you to define their access to your files.

You manage the legal assistants with who you share your files and their access right in the Legal Assistants section of the Sharing page in the Settings and profile main page.

  The Access Assyst Payment option is available for Quebec files only.

Grant access rights to a legal assistant

1.Click the Sharing tab in the top left section of Settings and profile main page. The Sharing page opens and is presented in read-only mode.

This page displays two sections Legal assistants and Legal counsels.

2.Select in the list the line relate to the Legal assistant and click the edit icon at the top right of the Legal assistants section. The Legal assistants section is displayed in editable mode.

3.Check the different boxes depending on the rights you want to grant to a specific Legal assistant.

4.Click the Save button to save your modifications. The Sharing page is displayed in read-only mode and the new access rights are displayed for the selected Legal assistant.

A mail is automatically sent to the legal assistant informing them that you have granted access to your files.

Click the Cancel button to return to read-only mode without making any changes.

   A maximum of 50 legal assistants can be associated to your profile.