Collaborate
Collaborate with clients
Work together with your client on key forms, like the Forms E, D81, and C100, all in Quantum Cloud. Saving you time, reducing client costs, and keeping their data safe.
Collaborate
Streamline Form Collaboration
Filling out forms with clients is often time-consuming and repetitive. With Quantum Cloud’s Collaborate feature, clients can enter their details directly into their form - no endless emails or multiple versions.
All collaboration happens securely in one place. Updates are clearly highlighted, so you can review and approve client input before it’s added to your version. Supporting PDF documents, such as bank statements, can also be uploaded.
-
One shared form between client and solicitor - no version chaos
-
Changes tracked and easily approved before being added to the form
-
Supporting PDF documents uploaded alongside the form
-
Fully secure - safer than exchanging sensitive data over email
‘The client collaboration tool is excellent. Having Quantum I feel gives the client the confidence that the firm is professional, modern and investing in up-to-date technology.’
Tatjana Williamson
Solicitor
|Peacock & Co Solicitors
WATCH
Quantum Collaborate Webinar
Discover how Quantum Collaborate can streamline the way family lawyers share forms and documents - all in just 30 minutes.
In this recorded webinar, Pippa from our Customer Engagement & Training team walks you through how to securely share forms, like the Form E and ES2, with clients and counsel - all within Quantum Cloud. No emails, no attachments, just clear and controlled collaboration
Find out more
Quantum Collaborate 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, your 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 side's 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 can't log in to Quantum?
We are more than happy to talk to the client on your behalf to help get them logged in to the software. Any client support is of no extra cost to you and is all included in the subscription price.
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, it 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.
What happens if I send the wrong form to my collaborator?
To remove a form, you would simply need to deselect it in the 'select forms' window. If the collaborator has made any changes to this form, the changes will be removed if they have not been reviewed by yourself.
FIND OUT MORE
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, property valuations, and employment documents.
Collaborate
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
Key figures within forms, such as Form E and Form D81, are auto-calculated and totalled, saving you time and improving accuracy.
Accuracy
Case assignment
Work together without conflicts. Quantum Cloud assigns each case to one editor at a time - preventing errors, avoiding overwrites, and keeping teamwork seamless.