Casos de uso

Caso práctico para Legal

Send the case study to a prospect and review its delivery signal before following up. Legal teams can keep reviewers on the intended draft.

Beneficio para el usuario

The account team can follow up based on link activity without claiming what the prospect read. Legal teams can review access to the current draft and revoke a link if a newer version replaces it.

Flujo de trabajo

1. Preparar: Send the case study to a prospect and review its delivery signal before following up. Legal teams can keep reviewers on the intended draft.
2. Controlar el acceso: Upload the PDF, create a private link, choose download access, and keep the option to revoke the link.
3. Compartir: Send the private link to the intended legal audience.
4. Revisar señales de entrega: Review the open time, approximate location and network organization when available, device and browser categories, and active dwell time. An open does not establish identity, comprehension, or intent.