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How lawyers deliver case files and document packs to clients in 2026

Practices still email a 40 MB PDF, then a transfer of exhibits, then a third set when counsel changes. Case file delivery in 2026 is one URL: an index they can judge, a password, the bundle they can open in month six.

Hedda Ström

LundUpdated 4 min read

How lawyers deliver case files is still, in too many practices, an email chain and a transfer that dies before the next hearing. Each hop is a place a bundle goes stale, or a full exhibit leaves in the first look. This page is a file door, not advice on privilege or procedure.

This is the year of jobs: an engagement pack, an exhibit bundle, an execution set, a new solicitor. Spike can be that URL. It does not replace your DMS. It is the door you hand a named person.

A cover they can judge. The exhibits stay sealed until the named person opens the door.
  • A full bundle in the first email is already the delivery.
  • A new solicitor asks in month six. The transfer is gone.
  • A shared drive shows every draft next to the issued set.
  • Finance still owes a fee, and the exhibits already left.

How this looks on a year of matters

Engagement pack

A treated letter and a contents page. Not every working note. Password the door. If a remaining fee is due before papers go out, put the price on that URL. Get paid before sending files. Your terms still govern the work.

Exhibit bundle

One folder per issue. An index at the top. Named for humans. If two parties should not see the same set, use two doors. Replace a revised sheet in place. Tell them the URL did not change.

Execution set

The pack they sign or file. Leave the link up on Pro or Business if they will come back. Free shares last three days, which is not a hearing clock. Rotate the passphrase when counsel changes.

Handover

A dated pack when a matter moves. The new person fetches the same URL. You are not hunting a ZIP from last spring. How to share files with clients is the generic door.

Index, exhibits, execution. The set unlocks together. The workbench stays in the firm.
What you getA split legal hand-offOne matter link
They lookEmail PDFsA treated index on the page
They pay if a fee is dueInvoice in another appCheckout on that URL
They get exhibitsA transfer of the bundleUnlock on the same page
New counselRebuild the ZIPPoint at the same link

  1. Put this issue in one folder

    Index, exhibits, execution files you mean to issue. Nothing from another matter.

  2. Password the door

    Send the URL and the passphrase on different channels. A cover they can judge. Not the full bundle as the first look.

  3. Price it if a fee is still due

    The firm payment link is the folder. When checkout completes, the same URL is the download.

Spike takes 5% on Free, 1% on Pro, 0% on Business, from the payout, when you price the folder. Sharing can stay free when the fee already cleared. Free-plan files follow 30-day retention. A live matter belongs on a paid plan. How freelancers deliver files is the generic cousin.

If they can read the index, they should be able to take the bundle without joining your matter drive.

Questions

Good to know

Put the index, exhibits, and execution set in one folder. Let them preview a cover or contents page. Password the door. Unlock the bundle on that URL. This is not legal advice. It is a file door.

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Try the workflow in the article.

Upload a folder, protect the preview, share or sell from one link.

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