Client documents
Check that the release contains the intended client’s approved documents.

SECURE FILE SHARING FOR LAW FIRMS
Exchange matter documents with clients, counsel and experts. Identify the approved version, receiving party and review period before releasing the file.
Trusted with valuable business data







01 / THE DETAILS MATTER
Match the outgoing bundle to the matter number and the purpose of the disclosure. Separate drafts, internal notes and documents intended for another party.

Check that the release contains the intended client’s approved documents.
Give each reviewer the exhibits and instructions needed for their role.
Keep the bundle index and referenced files together when delivering evidence.
02 / EVIDENCE YOU CAN FOLLOW
A client reviewing a settlement and an expert reviewing exhibits may need different material. Confirm the package for each recipient with the matter lead.
Check the current matter team before inviting a recipient to view documents.
Select identity checks, permissions and expiry around the sensitivity of the release.
03 / TWO DIFFERENT JOBS
Give the new issue a revision reference. Tell the receiving team which exhibit or document changed and which earlier issue it replaces.
Check that the release contains the intended client’s approved documents.
Give each reviewer the exhibits and instructions needed for their role.
CUSTOMER PERSPECTIVES
All customer stories ↗“I would highly recommend MX to anyone looking to send and receive secure data quickly and efficiently.”
04 / THE WORK IN PRACTICE
Use the activity record when the team asks whether the material was accessed. Review remaining permissions when a hearing ends or counsel changes.
Confirm the individual authorized to receive the client’s copy.
Identify the attorney responsible for the review and the materials covered by the instruction.
Send the evidence and questions relevant to the expert’s assignment.
Check the approved disclosure set before releasing documents to another party.
GOOD QUESTIONS. CLEAR ANSWERS.
Practical answers about secure file sharing for law firms and where MX fits.
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.
Named-recipient access, authentication, permissions and expiry settings help define the exchange. Activity records let your team review what happened. The available configuration should be matched to your requirements.
Keep creating, editing and storing files in the systems your team already uses. MX focuses on controlled handoffs, rather than background synchronization, live co-authoring or permanent backup.
Try the MX feature set for 7 days with up to 5 users. No credit card is required.
YOUR NEXT EXCHANGE STARTS HERE
Invite a colleague to receive a sample file, then review the access settings and activity together.