Share Legal Documents Securely With Anyone
Send files and folders to clients, opposing counsel, experts, or adjusters -- without email attachments or a portal account. Every link is protected by email verification, expires on your schedule, and logs every view and download.
Built for Legal Confidentiality
Secure external sharing with the controls and audit trail a law firm needs.
Email-Verified Access
Every link is protected. Recipients enter a one-time code sent to their email before they can view anything — so a forwarded link is useless without inbox access.
- One-time passcode on every view
- No recipient account required to download
- Cross-tenant isolation enforced server-side
Expiring Links & View Limits
Set exactly how long a link stays live and cap how many times it can be opened. Revoke any link instantly — active sessions end immediately.
- Custom expiration dates
- Optional maximum-view limits
- Revoke a link at any time
Full Audit & Access Log
See exactly who viewed or downloaded each file and when. Every interaction is recorded, giving your firm a clear, timestamped record of external document access.
- Per-recipient view & download history
- Timestamped, IP-logged events
- Defensible record of disclosure
Two-Way Secure Exchange
Recipients who receive files often can create a free, lightweight account to see every share in one inbox — and securely send documents back to your firm.
- Send files in, receive files back
- Unified inbox across firms by email
- Files land back on the originating matter
How It Works
From your matter to your recipient's inbox in three steps.
Select Files & Add Recipients
From any matter's Documents tab, pick files or whole folders and click "Share externally." Add recipient emails, set an expiry, and add an optional message.
Recipient Verifies by Email
Your recipient opens the secure link, confirms their email with a one-time code, and views or downloads the shared files — no account or login required.
Track, Audit & Revoke
Watch the access log fill in as recipients view and download. Revoke a link the moment a matter changes — access ends instantly.
Confidence on Both Sides
Secure for your firm, effortless for the people you share with.
For Your Firm
- Stop sending confidential files as email attachments
- Share with opposing counsel, experts, and adjusters in seconds
- Keep a defensible, timestamped record of every disclosure
- Revoke access instantly when a matter changes
For Your Recipients
- Open files without creating an account
- One-time email code keeps access secure
- Optional free inbox for everything shared with you
- Send documents back to the firm securely
Part of Clienty's Secure Document Suite
External sharing works alongside the client portal and matter-based document management — all backed by the same security and compliance standards.
Share Your Next File Securely
Start your free trial and send confidential documents with confidence — verified, expiring, and fully audited.