Configured folder structure
Case types can start with an approved folder pattern, including protected areas and communication destinations.
Document management
Keep case files, folders, versions, and generated work connected to the matter.
What it does
A practical part of the firm’s workflow.
Document management gives staff a matter-based place to organize uploaded, generated, received, and shared files. Configured folders and destination rules help routine material arrive where the team expects it while preserving the need for human review.
Search and preview
Staff can locate files by available metadata or content and preview supported document, image, message, media, and calendar formats.
Bulk case work
Authorized users can select files for supported download, move, labeling, combining, or other document actions.
Illustrative document workspace
Move from folders to file review without leaving the matter.
See how a team can select case folders, review available bulk actions, navigate a nested folder structure, and preview a PDF in context.
Illustrative preview · Fictional data
Reviewing the document workspace
How it works
What the team can expect.
File to the matter
Confirm the case, folder, name, date, and version before adding or moving a document.
Review the working file
Preview content and metadata, then complete only the actions available for that file and permission level.
Preserve the approved result
Keep originals when required and save generated or transformed output to the intended case folder.
The document you need should not be hard to find.
Search the case, open the file, and keep moving.