Use cases

Case study sharing for 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.

User benefit

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.

Workflow

1. Prepare: 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. Control access: Upload the PDF, create a private link, choose download access, and keep the option to revoke the link.
3. Share: Send the private link to the intended legal audience.
4. Review delivery signals: 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.