File Request Templates allow you to collect necessary files and documents from your clients electronically with ease. This functions as a client portal of sorts, where clients can upload their files, and you’ll receive them automatically on their matter in Lawmatics.
You’ll find this feature by hovering over the Assets tab, and then selecting File Requests. Start by clicking Create File Request Template. You will see a window similar to the image below. Give your template a name, an email subject and message, and list the requested file(s).
Your template can have as many files as you wish. If you’ve checked the box for “Allow requestee” to upload additional optional files” then your clients will have an additional space to upload any additional files that are not specified on the list.
Once you’ve saved your template, you will see it in the File Request Templates Section. You can send any of these templates by clicking the envelope icon, circled below. Once you have sent out a file request, you’ll see it listed under File Requests, along with which matter (requestee) it was sent to.
You can also build file requests into an automation, rather than manually sending them using the button above. When you add an action to an automation you will see an option for Request Files.
When your client receives the request from you and clicks on the link in the email, this is what they will see:
They can click on each section to browse their files, or simply drag and drop a file into the appropriate section. Once they have included the required files they can click upload files, they will then receive a message that their files were successfully submitted.
If you want to be notified of file submissions, you can turn on the notification for that by going to settings, notifications. Each user at your firm also has the option to turn on this notification.
Any files uploaded by your clients will automatically be saved directly to the Files tab on their matter, where you can then download them if necessary.
You can also use the action of files being uploaded to trigger an automation, so if you want to initiate the next step in your process once you’ve received their files, you can have that happen automatically by selecting the trigger for Requested File.