Remote 24/7 virtual file access
Electronic client files accessible by designated staff and clients from anywhere-supporting remote work and collaboration.
Key elements
One workspace for staff and clients
Reduce reliance on email and shared folders by keeping file activity, documents, and communication in the same virtual file.
Role-aware access
Give the right people access to the right matters-keeping sensitive work controlled while still supporting collaboration.
- Role-based access per matter
- Staff + client visibility where appropriate
- Structured record-keeping
| Reference | Client | Access |
|---|---|---|
| MAT-204 | Acme | Team |
| MAT-187 | Jones | Team + client |
| MAT-166 | Smith | Restricted |
| Item | By | When |
|---|---|---|
| Signed agreement | Client | 2h ago |
| Message: “Please confirm…” | Staff | 1h ago |
| Note added (internal) | Staff | 40m ago |
Remote collaboration
Keep file communication, uploads, and actions attached to the matter-supporting handovers and continuity.
- Centralised file activity
- Reduced side-channel communication
- Clear auditability
Continuity
When everything lives in the file, handovers are easier and staff can work remotely without losing context.
- Client file-linked history
- Clear ownership + assignment
- Less reliance on shared drives
| Role | Files | Actions |
|---|---|---|
| Staff | All assigned | Full |
| Client | Own matters | View + submit |
| External | Invite only | Limited |
See virtual files in action
Book a walkthrough to see how staff and clients collaborate securely within each file.