Share work with a client, with a passcode and a view log
Most advice leaves a firm as a PDF attached to an email, after which the firm knows nothing about who read it. A share link replaces the attachment, and every view and download is recorded on the matter.
Practice management · Fee-earner, partner, COLP, client relationship lead
- Agents
- First draft
- A share link created in under a minute from a signed-off run; the client's view is logged the moment it happens.
The problem
Step 01 of 06
Start from a signed-off run
The action items are ticked and Verify all has been clicked before the share is created. The firm can require this with a hold policy.
Replace the UK/Ireland/EU non-compete with a 3 to 6 month restriction tied to competing corporate-law work.
Replace blanket data consent with a lawful-basis clause and a separate monitoring notice.
Remove the five-day carry-over cap and reference the statutory carry-over rules.
Narrow the client non-solicit to clients dealt with in the final 12 months.
Add an explicit working-time opt-out withdrawal mechanism.
Confirm the bonus clause states the discretion is exercised in good faith.
Step 02 of 06
Create the link
Passcode on by default, an optional email gate, an expiry and a download setting are chosen; the cautious defaults are already selected.
What travels
Protection
Six-digit passcode4 8 2 · 9 1 7Expires inshare.legalaispace.com/s/k7Qm…View log · also written to the audit register
- Today 09:14
Opened
client@halcyon-bidco.example - Today 09:15
Downloaded memo.docx
client@halcyon-bidco.example - Yesterday 17:40
Failed passcode attempt
unknown - Yesterday 16:02
Link created · expires in 7 days
E. Vance
The reader sees your firm's name, the sections you chose, and nothing else. No sign-in, no account, no way back into the workspace.
Step 03 of 06
Privilege review runs first
The content that is about to leave the firm is checked before the link exists, not after it is sent.
What travels
Protection
Six-digit passcode4 8 2 · 9 1 7Expires inshare.legalaispace.com/s/k7Qm…View log · also written to the audit register
- Today 09:14
Opened
client@halcyon-bidco.example - Today 09:15
Downloaded memo.docx
client@halcyon-bidco.example - Yesterday 17:40
Failed passcode attempt
unknown - Yesterday 16:02
Link created · expires in 7 days
E. Vance
The reader sees your firm's name, the sections you chose, and nothing else. No sign-in, no account, no way back into the workspace.
Step 04 of 06
The client opens the link
The reader sees the memo in the firm's own brand, with the authorities and their verdicts, but not the internal action items or what the run cost.
What travels
Protection
Six-digit passcode4 8 2 · 9 1 7Expires inshare.legalaispace.com/s/k7Qm…View log · also written to the audit register
- Today 09:14
Opened
client@halcyon-bidco.example - Today 09:15
Downloaded memo.docx
client@halcyon-bidco.example - Yesterday 17:40
Failed passcode attempt
unknown - Yesterday 16:02
Link created · expires in 7 days
E. Vance
The reader sees your firm's name, the sections you chose, and nothing else. No sign-in, no account, no way back into the workspace.
Step 05 of 06
Read the view log
Client sharing lists every link, its settings and every view, with who and when if the email gate is on.
5 of 8 entries · digest sha-256Time Who Type Entry Matter 09:36 j.okafor Document Disclosure_letter_v4.docx uploaded · 18 pages HAL-2026-0031 09:30 e.vance Conflict check Conflict check on open · no matches across 38 matters RC-2026-0009 09:12 admin Member p.hartley added · role: Associate · 4 matters Workspace 08:55 r.chen Run Due Diligence Agent · review grid · 12 documents HAL-2026-0031 08:40 r.chen Verification Verify all · 6 authorities · 6 verified HAL-2026-0031 Exports carry a content digest so a reviewer can confirm nothing was edited after the fact.Step 06 of 06
Revoke or extend
A superseded document is revoked immediately and a fresh link created from the updated run; both versions stay on the register.
What travels
Protection
Six-digit passcode4 8 2 · 9 1 7Expires inshare.legalaispace.com/s/k7Qm…View log · also written to the audit register
- Today 09:14
Opened
client@halcyon-bidco.example - Today 09:15
Downloaded memo.docx
client@halcyon-bidco.example - Yesterday 17:40
Failed passcode attempt
unknown - Yesterday 16:02
Link created · expires in 7 days
E. Vance
The reader sees your firm's name, the sections you chose, and nothing else. No sign-in, no account, no way back into the workspace.
A document, not a transcript.
- A client-facing link with a passcode, an optional email gate, an expiry and a download setting.
- A view log recording each time the link was opened, and by whom if the email gate is on.
- A record of any revocation, with the time, so a later question about which version was in circulation has an answer.
- The authorities and verdicts travelling with the shared document so the client can check them directly.
What it does not do
- It does not encrypt a copy the reader has already downloaded. Revoking the link does not reach a copy already saved.
- There is no watermarking or print blocking on the shared document.
- With the firm's hold policy switched on, a run citing an authority the firm checked and could not confirm cannot be shared at all.