Dedicated document workspace
Agree document naming conventions.
Give documents a place in the workflow.
Bring document management into the same operating environment as client and matter work.
Document-focused workflows
Organise the material needed for each piece of work.
Practice-wide organisation
Review the final version before external use.
What you can try
- Search sample document titles and text.
- Filter by document category.
- Read a document, change its status and download its sample text.
- Record a simulated signature request and review its status.
How the information fits together
Information used
Document title, category, related matter, date and sample text.
Result
Documents that can be explored in their matter context.
The tour uses text samples. It does not upload production files, run OCR or send signing invitations.
Suggested practice workflow
Put documents into context.
Use these steps as a discussion starter for your firm’s own operating process. Configuration and availability should be confirmed during evaluation.
- 1
Agree document naming conventions.
- 2
Organise the material needed for each piece of work.
- 3
Review the final version before external use.
Make your demo count
Questions worth asking.
Go beyond the overview and confirm the details that matter to your practice.
Which file formats and size limits are supported?
What versioning and access controls are available?
Related modules
Client management
Keep client information, contacts and history organised so the team can find the context behind the work.
Explore moduleMatter management
Track legal matters, deadlines and progress from a dedicated practice workspace.
Explore moduleTasks
Use a dedicated task area to organise the work that keeps matters moving.
Explore module