Send requests to review documents via the Client Portal

In addition to being a secure messaging platform to share files on, the Client Portal can also be set up to help your firm with document reviews. 

As a requester, find out how to send documents to other staff members for review or approval, directly from the matter you're working on.

Sending a review request from the document

To get started, create an Internal Matter Conversation in the matter file.

1. Right-click the document that needs to be reviewed.
2. Select Share, then select the Client Portal... option.
   
   
3. From the staff list, add the reviewer/approver. Enter a brief message in the Message field asking for document review or approval.
4. Select Send to notify the reviewer/approver of the new document and message.

Creating a task from a Client Portal message

If a Client Portal message is not enough notification for your review workflow, you can easily create a task from a Client Portal message.

1. Go to the Messages tab in the matter file.
   
   
2. Select the Internal Matter Conversation with the reviewer/approver.
3. Hover your mouse over the message asking for approval and select the three dots next to the message.
   
4. Select Create task.
   
5. Fill in the details of the task in the New Task dialogue window.
   • By default, the chat message becomes the task Name. Amend it as required.
   • Change the Assigned to drop-down menu to the reviewer/approver.
   • Add your firm’s preferred Category for review workflow tasks. This allows a user to see assigned review tasks in a task list.
   • Select a Due date.
6. Click Save.