{"id":12904,"date":"2024-11-20T15:24:32","date_gmt":"2024-11-20T15:24:32","guid":{"rendered":"https:\/\/lexdigo.com\/collaboration-manual\/"},"modified":"2026-04-16T07:46:34","modified_gmt":"2026-04-16T07:46:34","slug":"collaboration-manual","status":"publish","type":"page","link":"https:\/\/lexdigo.com\/en\/collaboration-manual\/","title":{"rendered":"Collaboration Manual"},"content":{"rendered":"\t\t
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Introduction to Collaboration<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Collaboration Manual\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Welcome to Lexdigo\u2019s Collaboration Manual<\/strong>, your guide to optimizing teamwork and improving your firm\u2019s efficiency. Here you will learn how to take advantage of Lexdigo\u2019s built-in tools that allow you to collaborate in real time, share information securely, and keep communication centralized\u2014ensuring every case is a success, regardless of your team members\u2019 distance or location. <\/p>

Our system is designed to facilitate coordination among lawyers, assistants, and other professionals, allowing you to manage tasks collaboratively, track the progress of each case, and keep everyone involved up to date quickly and effectively. With this collaboration manual<\/strong>, you will discover how to get the most out of these tools\u2014improving productivity, reducing errors, and achieving greater organization across all your workflows. <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\t\t\t\tAt LexDigo<\/a>, we have designed collaboration tools to improve teamwork. Below, we explain how to use them to optimize the management of your cases. \t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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1. Real-time collaboration <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/path><\/svg><\/span>\n\t\t\t<\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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From their account:<\/h3>

Clients will be able to access the case file, review updates, view shared documents, and more.<\/p>

In addition, they will be able to track the case file in detail, communicate directly with the lawyer via chat, sign documents digitally, and use other additional features.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t

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2. Secure shared access <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/path><\/svg><\/span>\n\t\t\t<\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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In the settings section:<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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You will have access to specific permissions for lawyers, court agents, collaborators, and clients, ensuring that only authorized individuals can access the relevant information.<\/p>

You will be able to customize and modify these users\u2019 permissions for various functions, such as case management, user management, calendar, and video conferences, as well as billing administration.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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3. Centralized communication <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/path><\/svg><\/span>\n\t\t\t<\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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From a case file\u2019s communication section, you can view emails sent from the platform related to the case.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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You will also have access to a log of the video conferences held and the Lexnet notifications associated with the case file.<\/p>

In addition, you will have a real-time chat to facilitate direct and agile communication.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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4. Collaborate regardless of location <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/path><\/svg><\/span>\n\t\t\t<\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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Your team and collaborators will be able to manage cases securely and remotely, accessing documents, calendars, and notes from anywhere. Whether via a computer, tablet, or mobile phone, they will always be connected\u2014enabling efficient collaboration and productivity without geographic or time constraints. <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t

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5. Change and version tracking <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/path><\/svg><\/span>\n\t\t\t<\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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In the case files\u2019 activities section, you can see what changes were made, as well as the date and time they were carried out. In addition, who made each change is recorded, making it easier to maintain detailed and transparent control of actions within the case files. <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Introduction to Collaboration Collaboration Manual Welcome to Lexdigo\u2019s Collaboration Manual, your guide to optimizing teamwork and improving your firm\u2019s efficiency. Here you … <\/p>\n

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