ProjectsNew feature

Share files before hiring

Send documents in your Project conversation before hiring a lawyer.

Share the document behind the discussion

Clients and lawyers can attach files to an active pre-hire Project conversation. Use this to share the draft, brief or supporting document someone needs to understand the proposed work.

The problem it solves

A description alone may leave important details out. Keeping the file in the conversation lets both people discuss the same material before deciding whether to work together.

How to use it

  1. Open the Project and select Messages.
  2. Open the conversation with the candidate or client.
  3. Add the relevant files to the message composer and wait for the uploads to finish.
  4. Write a message explaining what the other person should review, then send it.
  5. Find the shared document again in the conversation or the Project’s Files tab.

A sample brief.pdf moves from a message draft into the Project conversation before hiring.

File limits and access

Pre-hire messages accept PDF, Word, PNG and JPEG files, up to 10 files per message and 10 MB each. Earlier conversations marked read-only remain read-only. If sending fails, the composer retains attachments so you can retry.

Released September 11, 2026. Related guides have the current steps.

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