Collaborate
Collaborate with clients
Encourage your client to collaborate on various forms within their case, such as Form E, Form D81, and Form C100. This not only saves time and money for your client but also enhances the security of the data sharing process.
Collaborate
Remove the need for endless form versioning
Filling out forms with your client can often be time-consuming and tedious. However, we've simplified the process by enabling them to input their relevant details directly into the form using our Collaborate feature. All collaboration takes place securely within Quantum Cloud, eliminating the need for numerous emails and versioning of forms. Returned forms clearly indicate new or amended information, allowing you to decide whether to accept your client's additions before integrating them into your own version.
- Reduces the need for endless form versioning, with only one form being worked on between client and fee earner.
- Data is tracked, and can easily be accepted by the fee earner.
- Supporting documentation also uploaded in the collaboration process, including bank statements.
- Fully secure - collaborating within Quantum Cloud is safer than sending documentation with sensitive data via email.
‘Quantum streamlines our processes by collating all necessary forms and providing helpful tools for document creation, such as ES1, ES2, Orders, and more.’
Deanna Phillips-Mills
Solicitor
|Shakespeare Martineau LLP
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Collaborate feature FAQs
How many clients can I collaborate with?
You can collaborate with one client on each Quantum case you have. As part of your subscription plan, you can collaborate with up to 3 different clients on their respective cases at any one time. If you have multiple users in the firm, you Collaborate allowance will be pooled together.
Can I share a form with a client?
Yes, Quantum allows you to collaborate on forms with your clients, counsel and the other sides solicitor, including forms E and D81. You can track and compare changes that your client has made to the form, before importing them and your client can also upload and share supporting documents for each form in a secure environment.
What if my client needs supporting with the program?
Our support is also available for your clients. To contact support please call 01652 652222 or email [email protected] during our opening hours Monday-Friday, 9am-5.30pm and a member of our friendly team will help. Alternatively, please pass on your client’s contact information to us and we will get in touch with them.
If my client has assets in a different country, can I add a different currency?
Yes, Quantum Cloud contains a full list of all currencies which you can use in any case. If a currency isn’t there, is can easily be added.
Can my client share documents with me?
Yes, clients can upload supporting PDF documents, such as bank or mortgage statements, and share with you via the Collaborate feature.
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Learn more about Quantum Cloud features
Collaborate
Upload supporting PDF documents
You, or your client, can upload supporting documentation to relevant forms, such as bank statements into Form E.
Time Saving
Flexible income needs template
Quickly and easily enter current and future income needs side by side, by week, month or year, with all totals auto-calculated for you.
Accuracy
Auto-calculations
All figures in forms, such as Form E and Form D81, are auto-calculated and totalled, saving you time and improving accuracy.
Accuracy
Case assignment
Cases are assigned to one user at any one time to avoid duplication of content. Cases can be assigned to any other user when needed.