ProperFile Blog

Sharing documents with clients over email feels convenient until it isn’t — an attachment goes to the wrong recipient, a client can’t find the version

Every firm has a version of this folder: a client agreement saved as “Draft.docx,” then “Draft_v2.docx,” then “Draft_v2_JS_edits.docx,” then “Final.docx,” then, inevitably, “Final_Final.docx.” It’s not

Getting a signed engagement letter or retainer agreement used to mean printing, signing, scanning, and emailing — or waiting for a client to mail it