Document & Workflow Management
Keep pleadings, evidence, correspondence and agreements in structured case files — with version history and search that helps you find what you need quickly.
Kapoor v. Sterling Infra · Documents
Case file
| Name | Status | Version | Updated |
|---|---|---|---|
| Rejoinder_v3.docx | Draft | v3 | AS12 min ago |
| Written_Statement.pdf | Filed | v2 | RM22 Aug |
| Plaint_with_annexures.pdf | Filed | v1 | PK05 May |
| Interim_Application.docx | Review | v4 | ASYesterday |
| Vakalatnama_signed.pdf | Final | v1 | RM02 May |
Version history · Rejoinder_v3.docx
Interface preview with illustrative sample data.
The challenge
Documents spread across email attachments, desktop folders and messaging apps make it hard to know which version is current or where a file went.
Key features
Organize each matter into consistent folders such as pleadings, evidence, orders and correspondence.
Track revisions to drafts and see who changed what, and when.
Find documents by name, matter, tag, type or date.
Drag and drop files into a matter from desktop or mobile.
Control which team members can view or edit documents within a matter.
Send documents to AI summarization and analysis tools where those are enabled.
Benefits
Example workflow
Add documents to the relevant matter folder.
Tag document type, date and parties for easy retrieval.
Revise drafts with version history preserved.
Search across matters and open the right file instantly.
FAQs
Have a question that isn't answered here? Ask our team.
Common office documents, PDFs and images are supported. Let us know about any specialized formats you rely on.
You can configure folder templates to match the way your practice already files documents.
Storage depends on your plan and deployment. We'll discuss your expected document volumes during a demo.
Client sharing options depend on configuration; we can explain what is available for your use case.
Related software
Assist with creating, reviewing, summarizing, and analyzing legal documents, subject to appropriate human verification.
Manage cases, clients, hearings, court dates, tasks, appointments, deadlines, and legal activities from one centralized workspace.
Use AI-powered workflows to support legal research, summarize documents, analyze information, and assist with legal drafting.
Book a personalised walkthrough with our team, or talk to sales about your requirements, team size and rollout.