I would like to offer a virtual option for my paralegal services. I have been looking through the various collaboration plugins and wondered if this one would fit well.
The attorneys I provide services to are in different firms, completely unrelated so the major point would be that none of the work, tasks, documents, comments etc for one could be seen by the other. Preferably I don’t even want one to know the other exist or is a client.
Is there a way to strictly segregate client A materials, comments, including calendars (referencing edit flow) from client B?
If I allow clients virtual access would they have to see my admin dashboard or would they have a professional client friendly area to work within?
Can I upload and ‘share’ any file type, video, audio, image, text etc?
Any advice on if this plugin could work well to facilitate my services is appreciated!
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