Skip to main content
All CollectionsClient PortalsSetting up portals
Portals for Law Firms, Paralegals and Insurance brokers
Portals for Law Firms, Paralegals and Insurance brokers
Updated over a year ago

Law firms use MyDocSafe to automate the following processes:

  • M&A data rooms

  • Secure exchange of client information

  • Client questionnaires

  • Engagement letters

  • Client onboarding

You do not need to go through much configuration to get up and running. Just follow the steps in this article.

Did this answer your question?