Use cases

Due diligence package sharing for Legal

Share the package through a controlled link, review open history, and revoke access as diligence progresses. Legal teams can keep reviewers on the intended draft.

User benefit

The deal team can monitor delivery activity and revoke access as diligence progresses. Legal teams can review access to the current draft and revoke a link if a newer version replaces it.

Workflow

1. Prepare: Share the package through a controlled link, review open history, and revoke access as diligence progresses. 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.