Matter-based organization
Case and intake folders keep uploaded, generated, received, stamped, and signed files with the record they support.
Document tools
Store, organize, generate, review, and connect documents to the case work they support.
What it does
A practical part of the firm’s workflow.
Document tools keep files connected to the intake or case work they support. Teams can organize folders, upload and preview material, complete available file actions, and prepare controlled sharing without separating the document from its matter context.
Practical file actions
Available actions can include previewing, renaming, moving, downloading, combining, labeling, converting, or redacting supported files.
Controlled sharing
Authorized users can prepare time-limited or password-protected sharing and, when allowed, accept recipient uploads.
How it works
What the team can expect.
Choose the destination
Confirm the case or intake record, folder, file name, and document date before adding the file.
Complete the needed action
Use the actions available for that file type and preserve the original when the workflow requires it.
Review and file the result
Inspect transformed, generated, or returned documents and confirm the approved result reached the intended folder.
Need a deposition transcribed?
Prepare a reviewable transcript from a supported recording and check material passages against the source.