Secure Client Files & Sharing

Protect matter files, contracts and evidence, and share with clients, co-counsel and experts through controlled, traceable links.

What this group does

Law practices hold privileged and confidential material by definition. Secure Client Files & Sharing lets the Legal add-on protect matter files, contracts, pleadings and evidence, and exchange documents with clients, co-counsel, expert witnesses and court registries under controlled, traceable conditions — so legal work moves quickly without weakening privilege or professional confidentiality.

Matter & client files

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Encrypted, walled, permissioned

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Partner-approved release

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Traceable access & audit

Screen previews

A quick look at the screens. Use the toggle in the corner of each preview to switch between the dark and light themes.

app.totalapp.app/legal/secure-files

Settlement-agreement-Smith-v-Hale.pdf — Encrypted

Protected

Witness-statement-M-2041.pdf — Masked

Masked

Discovery-bundle-M-2041.zip

View-only

Matter file access — audit

Logged

Secure client files: protected documents, masking and audit

app.totalapp.app/legal/secure-sharing

Draft-contract-v3.docx — Client

OTP link · 7 days

Expert-report-M-2041.pdf — Co-counsel

Pending approval

Exhibit-list-M-2041.pdf — Court registry

View-only

Guest access — Expert witness

Expired

Secure sharing: OTP links, view-only access and approvals

Challenges it addresses

Challenge	Why it matters
Privilege and confidentiality	Client communications and work product must stay within the authorised team.
Conflicts and ethical walls	Some matters must be invisible to lawyers who are not on the matter team.
Large evidence bundles	Discovery and exhibit bundles are large and must be shared quickly.
External parties	Clients, co-counsel, experts and courts need documents without broad system access.
Work outside the office	Lawyers need secure access from court, client sites or while travelling.

Key features

Encryption — matter files are protected in transit and at rest.
Role-based access & ethical walls — permissions by matter, team or practice group; restricted matters stay hidden from others.
Sensitive-data masking — privileged or personal content is masked where full detail is not required.
Watermarking & tracking — user-specific identifiers show who viewed or modified a document.
OTP-protected, expiring links — share with clients and experts without creating accounts; set expiry and per-recipient rights.
Approve before sending — outgoing files wait for a partner or authorised approver.
Remote and mobile access — secure access from court or on the move, with metadata search to find documents fast.
Audit trails & reporting — a complete history of access supports regulatory and professional-conduct requirements.

How it fits your legal workflows

Where you work	What secure sharing adds
Client Directory	Client records and engagement documents are visible only to authorised staff.
Matter & Case Types	Matter files inherit access rules and ethical walls from the matter type.
Courts & Institutions	Filings and exhibits are shared with court registries through approved, expiring links.
Time & Billing	Invoices and billing narratives are shared with clients view-only and traced.

Business value

Protected privilege — confidential client material stays within the right team throughout its lifecycle.
Audit-ready practice — complete access history supports conduct reviews and client audits.
Faster collaboration — one secure path replaces ad-hoc email and file-transfer tools.
Confident external exchange — share what is needed, see who received it, and stop access when it expires.