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Registered Clients
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Assigned Documents
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Library Files
Recent Clients
All Clients
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Add New Client
In Google Drive, create the 4 folders below, right-click each → Share → Anyone with the link, copy the link and paste it here. Documents you upload to Drive will be instantly available to clients — no size limits, no file count limits.
Recordings & Telecon Slips
Call recordings, telephone consultation slips and audio evidence
Consultation Notes
Meeting summaries, written advice and legal consultation records
Perused Documents
Court papers, reviewed affidavits, pleadings and filed documents
Accounts
Invoices, fee notes, payment receipts and billing statements
Client-Specific Folder Overrides
By default all clients see the main folders above. If a client has their own dedicated sub-folders in Drive, override them here — only that client will see those links.
Client Folder Access Overview
Select a client to review which Drive folders they will see. All clients see the main folders by default. Use Drive Folders → Client-Specific Overrides to assign custom links per client.