New Development: Client File Upload, Finally Made Simple
3
minute
31/10/2025
Sándor Turucz
What is the issue with email attachments?
In legal practice, we rely daily on email attachments from clients – however, these regularly cause disruptions:
large or numerous attachments can only be sent in fragmented form, across multiple emails, leading to easy duplication, confusion, or omission;
incoming files must be manually organized into the appropriate case folder;
files with identical names (e.g., “scan.pdf”) need to be renamed to avoid overwriting each other.
Result: time-consuming administration and risky document management.
Solution: Flowyer File Request
Flowyer's latest development addresses this in one step: create a case and folder-level file request link through which the client can upload documents in unlimited quantities – quickly and securely.
Key advantages in brief:
Invisible folder content: with the link, only uploads are possible, the client cannot see the folder list.
Instant notifications: every upload triggers an email and internal system message.
GDPR compliance: the office's data management notice can be displayed, and acceptance can be made mandatory.
Version control: a later uploaded file with the same name does not overwrite the old one – all versions are retained.
Simple workflow: Folder → Actions → Share for Upload → copy or send the link.
How does it work step by step?
Create a folder within the case
If there is no folder yet, create one (enter name → Save). The folder appears immediately in the list.
Generate file request link
In the folder's Actions menu, select the “Share for Upload” option.
– You can copy the link with one click or provide an email address, and the system will send it on your behalf.
– Optionally, you can write a personalized message to the client.
Client-side upload
The client accesses the upload interface by clicking the link:
– drag or browse files;
– enter name;
– if enabled, accepting the data management notice is mandatory.
Notifications and verification
You receive instant notification via email and in Flowyer. Files are placed directly into the appropriate case folder.
Security and Compliance (GDPR)
Access minimization: with the link, the client can only upload, not view folder content.
Data management notice: can be displayed on the client side; acceptance can even be made mandatory.
Traceability: the system logs who uploaded and when; retrievable if needed.
Version retention: all versions are retained to avoid future disputes.
Version Control in Practice
Flowyer versions uploads. If a client later uploads a file with the same name (e.g., updated contract), it is not overwritten. The system creates a new version, thus:
it is clear who and when uploaded,
content changes of files can be compared,
any previous version can be restored.
This is particularly useful for contract drafts, updated evidence, and agreed documents.
Typical Use Cases
At the start of an engagement: request client ID, authorization, personal documents, mandatory attachments.
Out-of-court settlement: gather successive document versions without duplication.
Litigation: organized upload of evidence, attachments with date and version.
Real estate transactions: property deeds, sales agreements, energy certificates, photos, reports.
Corporate clients: secure submission of fresh files from internal approval circles.
Frequently Asked Questions
Can the client see my folder?
No. With the link, only uploads are possible, listing is not available to them.
What happens with files of the same name?
The system creates a version, not overwrite. All versions are retained.
Can the system send the link to the client?
Yes. In the Share for Upload window, an email address can be provided; Flowyer sends it on your behalf. Of course, the link can also be copied.
Can I make the acceptance of the data management notice mandatory?
Yes. It can be set so that uploads can only occur after acceptance.
Summary
With the Flowyer file request/upload function, eliminate email attachment chaos: create a case and folder-level upload link with one click, the client cannot see folder content, you receive instant notifications of uploads, and the system retains all versions. Result: less administration, lower risk, more control – directly in the case folder.
