Legal services
Legal document exchange
File sharing for law firms, with client confidentiality in view
Give matter teams a controlled route for bundles, evidence and client documents. Named recipients, expiry and file-linked activity reduce the need to reconstruct an exchange from inboxes and memory.
Common legal exchanges
File sharing for law firms across each matter boundary
Matter documents often need to move between clients, counsel, experts and other external parties. MX keeps the handoff controlled without replacing the firm’s matter management tools.
Client documents
Send and receive sensitive matter documents through a controlled route.
Experts and counsel
Keep external professional exchanges inside the same approved pattern.
Large evidence sets
Move bundles and supporting media without splitting the matter across consumer tools.
Confidentiality in practice
Apply deliberate controls without making the recipient experience cumbersome.
The same workflow can help support recurring client relationships, one-off expert exchanges and large matter bundles.
Matter-specific recipients
Keep each exchange tied to the people authorized to participate.
Layered protection
Use encryption, permissions, optional MFA and ASR where appropriate.
One matter, one route
Every participant, restriction and record stays attached to the matter instead of scattered across inboxes.
Access that can end
Close availability when a matter or review stage is complete.
A clearer matter trail
Retain evidence of delivery, access and downloads around the external handoff.
A complete legal handoff
Keep the bundle coherent and the recipient list explicit.
Large disclosure sets, scanned evidence and supporting media can remain together inside one controlled exchange. Where the material warrants it, the patented ASR method anonymises, shards and restores the data as an additional safeguard alongside AES-256 encryption.
- Prepare the matter pack. Confirm the intended external parties and access conditions.
- Deliver securely. Move the complete bundle without arbitrary file-size restrictions.
- Retain the exchange record. Review whether the pack was received and accessed.
MX can help support confidentiality, GDPR and information-security processes. The firm remains responsible for its professional and regulatory obligations.
Matter-level design
Keep each legal handoff connected to the matter, recipient and purpose.
Law firms exchange pleadings, evidence, disclosure material, contracts, due-diligence documents and client records with many kinds of recipient. If files move through personal inboxes and unrelated links, it becomes difficult to confirm which bundle each participant received.
Tie the exchange to the matter
Use a clear matter reference, owner and description so the handoff can be understood later. Avoid titles that expose unnecessary confidential detail while still giving authorized staff enough context. Consistent naming also helps support teams distinguish similar exchanges involving the same client.
Check every recipient role
Confirm whether each person is a client contact, counsel, expert, counterparty or other authorized participant. Do not assume that everyone copied into an earlier email should receive the full bundle. Matter teams should revisit access when representation, staffing or scope changes.
Control the complete bundle
Assemble the intended version of every document and provide an index or covering instruction where useful. Sending a coherent package reduces the risk that recipients rely on an outdated draft or overlook a supporting file delivered through a separate channel.
Set an appropriate window
Align availability with the hearing, transaction, review or advice period instead of leaving files accessible indefinitely. Where deadlines change, extend access deliberately and retain the reason. This keeps the external lifecycle linked to the matter’s real timetable.
Return evidence to the file
Retain the relevant exchange record with the matter or reference it from the firm’s normal system. Include enough context to answer who was invited, what was available and when access occurred. Technical evidence should complement, not replace, the professional file.
Pilot on a difficult matter
Choose a matter with several external roles and a substantial document package. Ask fee earners, support staff and recipients where instructions or responsibilities are unclear. Test corrections, replacement bundles and changed deadlines as well as the ideal path, then turn the findings into a matter-level checklist that fits existing opening, supervision and closing processes.
Confidential legal exchange
Give sensitive matter files a more deliberate external route.
Start with a seven-day trial or book an enterprise demonstration around your client and adviser workflows.