Sharing documents and messages securely

Email attachments are where confidential documents go to be forwarded. Mylo Loop replaces them: you share a document to the client’s portal, they get notified, and the access is logged.

Sharing a document

From a matter’s documents, mark a file as shared to the client. They’ll see it in their portal immediately and receive a notification. Un-sharing removes their access; documents are never visible to clients unless you shared them.

What to share (and what not to)

Firms typically share: engagement letters, filed pleadings, documents awaiting client signature, and anything the client asked for. Internal work product, drafts you’re not ready to discuss, and notes stay unshared — the portal makes the distinction explicit instead of relying on someone remembering which email thread the client was on.

Signatures

On Professional and above, documents that need signing go out through Mylo Sign — clients sign electronically from their portal, and the executed copy files itself back to the matter.

Messages

Portal messages work like a secure thread per matter. Unlike email, the whole team working the matter can see the conversation, nothing lands in spam, and there’s a clean record of what was communicated when — which has settled more than one “nobody told me” dispute.

Large files and odd formats

The portal handles ordinary legal document formats (PDF, Word, images) well. For very large media files — depositions, bodycam footage — upload them to the matter and share as usual; clients stream rather than download where possible.

Something not arriving on the client’s side, or a document showing to the wrong person? Stop sharing it immediately, then report it urgently — access-control reports are treated as security issues, not ordinary bugs.