May 11th, 2026
New
Platform

Sharing a matter with an external client used to mean sharing a workspace, timeline or board separately. Matters now have a first-class external share flow that drops the client straight into the matter's client portal view.
/client/lawsuits/... route and see only the widgets configured for the Client role.Most matters need at least one external participant — a client, a counterparty, a co-counsel. Giving the matter its own share flow (instead of routing through a board or timeline) means the right person ends up with the right view, with the right permissions, on day one.