Question 1

How do I organize case files for multiple clients without chaos?

Accepted Answer

Aprolio automatically organizes Client > Case File > Documents. For example: 'Company X > Employment Contract', 'Person Y > Divorce > Agreement'. Each client sees only their own documents in their private portal. You have centralized view of all active case files. Finding documents goes from taking minutes to seconds.

Question 2

Can I control which documents each client sees?

Accepted Answer

Yes, you have total control. You can decide which documents or folders each client sees. For example: the client sees the final contract but NOT your internal drafts or legal strategy notes. Each client accesses only what corresponds to them. You have total privacy over your internal work.

Question 3

Is it recorded who accessed each document?

Accepted Answer

Yes, Aprolio automatically records all accesses: who downloaded which document and when. This traceability is key for law firms: if there's questioning about who accessed confidential information, you have complete logs that prove it. GDPR compliance guaranteed without manual effort.

Question 4

How do I organize contracts, filings and correspondence?

Accepted Answer

You create subfolders by type within each client: 'Client X > Contracts', 'Client X > Correspondence', 'Client X > Judgments'. Or structure by case file, by year, whatever works best for your firm. The hierarchical structure adapts to your specific needs.

Question 5

Can clients access their documents without calling me?

Accepted Answer

Yes, each client has a secure portal with username/password where they access only their case files. They can enter 24/7 to download their latest contract, review judgments, consult correspondence. This drastically reduces 'send me a copy of the contract' freeing valuable time from your secretary.

Question 6

Can I have internal comments that the client doesn't see?

Accepted Answer

Yes, you manage two types of communication: comments visible to the client (delivery coordination), and internal firm notes that only your legal team sees. For example, notes about strategy, internal reminders, coordination between lawyers that the client will never see. Total control over what's internal and what's external.

Lawyer / Legal Manager

Software for Lawyer / Legal Managers

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With Aprolio

Management Tool for Lawyer / Legal Managers

Specific Features for Lawyer / Legal Managers

Your workflow with Aprolio

Organize case file

Share draft

Revisions

Final approval

Relevant use cases

Frequently Asked Questions

How do I organize case files for multiple clients without chaos?

Can I control which documents each client sees?

Is it recorded who accessed each document?

How do I organize contracts, filings and correspondence?

Can clients access their documents without calling me?

Can I have internal comments that the client doesn't see?

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