A matter-linked library
Organise files in folders, associate them with matters and use names, categories and tags to find them.
Documents
A draft needs a home, a version and a clear relationship to the matter. Keep uploaded files and working documents together so the team can find and review the right material.
Versions and working drafts
Create or upload documents and follow their versions. Keep the record of the file alongside the work it supports.
Deliberate sharing
Manage document access and selected client-portal sharing. Review signature-request status from the document record where available.
In daily practice
- 01
File the source
Upload the document or create a draft in the appropriate folder and matter.
- 02
Develop the document
Work on the draft and review its version and supporting material.
- 03
Share the intended file
Check recipients and access before sharing the document or preparing a signature request.
Before you begin
No. Matter filing and client sharing are different decisions. Client-portal visibility is controlled explicitly.
Yes. It supports uploaded files and documents created in the workspace. Available viewing and editing actions depend on the file format.
Keep the context