Every privileged document a firm emails becomes a copy the firm no longer controls — sitting in a client's inbox, forwarded to whoever, on devices with unknown security. Privilege is hard to protect when the file lives everywhere.
A SharePoint-based client portal changes the model: documents stay in one governed location, access is granted per client and per matter, sharing is logged, and access can be revoked the day an engagement ends. Clients get a cleaner experience than digging through email threads.
The move this weekPick one active matter and pilot a portal site for it — client-scoped access, version history on, external sharing restricted to that client's domain. Once one client experiences it, going back to attachments feels reckless.
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