Product / Documents
Files that stay with the matter.
Documents keeps filings, correspondence, forms, and uploads in one structured repository linked to the relevant cases and contacts — not scattered across disconnected folders and drives.
Structured, not scattered.
Court filings, correspondence, signed forms, discovery, memoranda, drafts, and uploaded PDFs or images each store a name and description, the associated case and contacts, a type, and when and by whom they were added.
Open a case and browse all of its documents. Filter by type, date, or party. Tie a document to a task and mark it complete when the file is prepared, or link it to the message where it was sent.
One place per matter
Every file is clearly associated with the correct case and person.
Ready in the room
Find the right document quickly, in court or in a meeting.
Part of the workflow
Documents connect to tasks, messages, and notes — not just storage.