Additional Functionality - Sharing clients with external users

Overview: Learn how to share clients on Page with external experts and collaborating lawyers outside your firm.

Sharing a Client

• To share a client, click the share icon (which looks like a sideways V) in the upper right-hand corner of your client page.
• Enter your external expert's email, what type of expert they are, and a message.
• When you click "Continue," you'll be able to set how long they'll have access to the client before you revoke it.
• After setting the access duration, you'll be asked to confirm before the client is shared.

What Happens After You Share

• The person you shared with will receive an email saying a client on Page has been shared with them.
• If they have previously signed up for Page, they can view the client under the "Shared with me" tab in their clients view.
• If they have not signed up for Page, they will be prompted to create a Page organization and then go from there.

What External Users Can and Cannot See

• External users will be able to access everything you can see within the client, including your notes.
• They will not be able to see Ask Page or any of your Ask Page queries.

Other Uses

• This functionality can also be used to share clients with lawyers outside your firm who are collaborating on the case.
• We do not recommend sharing Page clients with the veteran themselves, as it can be overwhelming.