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Client Portal Collaboration Workflow

Enable client collaboration through secure portals and shared workspaces.

Complexity: Medium | Duration: 15-30m | Category: Industry/Legal Services

Tags: client-portal collaboration communication secure-sharing engagement

Workflow Diagram​

Steps​

Step 1: Set up client workspace​

Set up client workspace

Step 2: Configure access permissions​

Configure access permissions

Step 3: Share matter documents​

Share matter documents

Step 4: Enable secure messaging​

Enable secure messaging

Step 5: Track client activity​

Track client activity

Step 6: Manage document versions​

Manage document versions

Step 7: Facilitate feedback​

Facilitate feedback

Step 8: Provide matter dashboards​

Provide matter dashboards

Step 9: Archive upon matter close​

Archive upon matter close

Step 10: Evaluate engagement​

Evaluate engagement

Usage​

To execute this workflow:

/workflow industry/legal-services/client-portal-collaboration-workflow.workflow

See other workflows in this category for related automation patterns.