Collaboration With Your Clients: Use Legito for Client’s Inputs Before You Start Drafting

Apr 17, 2019

You may need from your client basic information about a case before you start drafting a contract or other documents.

Instead of sending such information by emails, why don’t you let your client insert such information to a questionnaire from which a document will be generated in the background or directly to a document? It saves a lot of time to both of you.

Typically, clients specify in questionnaires/documents information about debts(obligations), properties(lands), transferred or secured items, identification of involved individuals and entities, etc.

Would it be helpful for you? Just click to Share, activate External sharing, choose that you want to share Template, set the link to One time, give the client permission to Edit document, select owner and status of a document created from shared automated document template, and send generated link to your client.

Alternatively, instead of setting a link to One time, you can set a link to Permanent to give your client the opportunity to save more documents from a shared template. Also, you don’t have to be worried about re-using such link for all your clients since you are sharing Template (not Document), therefore each time your client will click on the link, she/he will start always with blanked template and each save will be a new (separate) document which is not accessible via a link to Template.

This article describes in detail one of many ways how you can use Legito for collaboration with your clients. Learn more about other ways.

Are you interested to use Legito for any of the above-mentioned use-cases? Do you need more information? We are ready to help! Please don’t hesitate to contact our team of skilled legal engineers at automation@legito.com.

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