eDiscovery Document Sharing: How to Keep Control While Giving Clients Access

08 May 2025 by Carey eDiscovery document-sharing partial-documents
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Takeaway: Sharing reviewed documents with clients during eDiscovery requires precision. You need to provide only the relevant subset of documents while safeguarding the rest of the documents and any privileged information. Here’s where partial productions of document sets found in eDiscovery software come into play. Let’s learn how GoldFynch streamlines this process while ensuring secure and efficient document sharing features.

If you work in eDiscovery, you’ve likely hit this wall: you must send your client some reviewed documents, but not everything.

You’ve already done the heavy lifting—tagging, reviewing, and weeding out what’s irrelevant. But now comes the trickier part: how do you share just the right files without giving access to your whole case?

Good news: eDiscovery applications like GoldFynch make this easy. Whether you’re doing a partial document production in eDiscovery, need a subset of documents, or just want a simple, secure way to share legal documents with your clients, GoldFynch has you covered.

Before we see how to share subsets of documents, let’s understand why you shouldn’t just share the whole case.

Legal teams often default to over-sharing because it’s easier or they’re afraid of leaving something out. But oversharing in eDiscovery comes with real risks:

  • You might expose privileged or sensitive content not meant for the client.
  • You confuse your client by sending them 10,000 documents when they only care about 30.
  • You risk compliance issues, especially if discovery protocols or confidentiality clauses bind you.

In short, sharing too much is messy, inefficient, and risky.

What you want is targeted, secure client document sharing, which is precisely what GoldFynch is built for.

GoldFynch is a cloud-based eDiscovery platform built for small and mid-sized law firms. One of its strengths? It gives you precise control over what you share and how you share it. You can easily send just a subset of documents—tagged, reviewed, and produced—to your client, while keeping your case organized. Here’s how the process works in GoldFynch.

Step 1: Group the documents you want to share

Let’s say you’ve reviewed a set of emails and contracts and found 45 documents you want to share with your client. In GoldFynch, you can gather these documents using tags or creating a saved search.

Method 1: Tagging the documents you want to share Tags are virtual ‘sticky notes’ that you can add to documents in GoldFynch. These tags help you to categorize and identify files easily. Tagging a file is easy and can be done from various screens in GoldFynch. You might tag them as Ready_for_Client or Reviewed_Share. This makes it easy to filter them out from the rest of your case later.

Method 2: Creating a saved search for easy retrieval You could also use GoldFynch’s advanced search function to create a saved search instead of tags, especially if you pull documents based on specific criteria like client name, date range, etc. For example, if you want to retrieve all emails the client has sent, containing the word ‘contract’, and received between 10th January 2022 and 12th November 2022. The advanced search system will let you frame a precise search like “Find all emails between 10th January 2022 and 12th November 2022 sent by the client, containing the word contract”. You can then save this search as Client_Review_Docs so that you can retrieve the documents whenever required. Learn more about the advanced search function here.

Pro tip: You can tag documents in batches and combine tags and searches to get exactly what you need.

Step 2: Produce that subset

Once your documents are tagged or saved, use GoldFynch’s Production Wizard to create a formal “production set”.

This means:

  • Assigning a Bates prefix (like CLIENT1_) so your documents are numbered and trackable.
  • Choosing your format (PDFs, native files, load files).
  • Applying redactions or other rules if needed.

You now have a clean, finalized bundle—ready to be shared.

GoldFynch automatically stores this production as a standalone file. It’s organized, archived, and doesn’t mess with the rest of your case files.

Step 3: Share securely (no logins required)

Once the production is ready, go to the Requested Productions tab in GoldFynch to find the one you just created. From there, click Share, and GoldFynch generates a secure, encrypted link. You can copy-paste it into an email or send it however you like.

No need for your client to log into GoldFynch. No need for special software. They click the link and download the production, and that’s it.

Bonus: You can limit the number of downloads and the duration the link is active, and you can revoke the link anytime, so if access needs to end, you’re in control.

Step 4: Keep track of what you shared

Once you’ve shared the files, tag those documents again—maybe something like Sent_to_Client. That way, you can always run a search to confirm what’s already been sent.

Need to make sure nothing gets sent twice? Just run a search for all files that are Ready_for_Client but not Sent_to_Client.

That’s how you keep things tight and organized without losing sleep.

Sharing reviewed documents in eDiscovery doesn’t need to be a logistical nightmare.

With GoldFynch, you can zero in on precisely what you want to share, package it neatly, and send it off safely—all in a few clicks. The best part? You stay in control. Your client gets only what they need. You don’t risk exposure or confusion. And your case stays clean and organized.

Ready to experience a smarter way to eDiscovery and secure document sharing? Try GoldFynch for free.

GoldFynch’s eDiscovery and production sharing workflow is built for law firms and lets you review documents, create partial productions, and securely share productions with simple, lawyer-friendly workflows. You can sign up for a free trial in seconds without a credit card.

  • It costs just $27 a month for a 3 GB case: That’s significantly less than most comparable software. With GoldFynch, you know what you’re paying for exactly – its pricing is simple and readily available on the website.
  • It’s easy to budget for. GoldFynch charges only for storage (processing is free). So, choose from a range of plans (3 GB to 150+ GB) and know up-front how much you’ll be paying. You can upload and cull as much data as you want, as long as you stay below your storage limit. And even if you do cross the limit, you can upgrade your plan with just a few clicks. Also, billing is prorated – so you’ll pay only for the time you spend on any given plan. With legacy software, pricing is much less predictable.
  • It takes just minutes to get going. GoldFynch runs in the Cloud, so you use it through your web browser (Google Chrome recommended). No installation. No sales calls or emails. Plus, you get a free trial case (0.5 GB of data and a processing cap of 1 GB), without adding a credit card.
  • It’s simple to use. Many eDiscovery applications take hours to master. GoldFynch takes minutes. It handles a lot of complex processing in the background, but what you see is minimal and intuitive. Just drag-and-drop your files into GoldFynch, and you’re good to go. Plus, you get prompt and reliable tech support.
  • Access it from anywhere, and 24/7. All your files are backed up and secure in the Cloud.

Want to find out more about GoldFynch?

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