Use cases

Consulting roadmap sharing for Legal

Share the roadmap with the client, review engagement activity, and revoke the link when the engagement ends. Legal teams can keep reviewers on the intended draft.

User benefit

The consultant can time follow-up using link activity and revoke access when the engagement ends. Legal teams can review access to the current draft and revoke a link if a newer version replaces it.

Workflow

1. Prepare: Share the roadmap with the client, review engagement activity, and revoke the link when the engagement ends. 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.