Sharing a Document Review Checklist Without Sharing Every Client File
A drafting checklist can help a small practice see whether a document is awaiting instructions, under review or ready for the next discussion. Trouble starts when the same shared board also contains unrelated clients, internal comments or links to restricted files. Before choosing a layout, decide what the recipient needs to know. A client may
Sharing a Document Review Checklist Without Sharing Every Client File Read More »
