DOCUMENT MANAGEMENT
documents, organized.
Connect files across your cases and edit them in the tools you already use.

centralize files across cases.
One document connects to every project that needs it.
edit naturally, sync automatically.
Edit documents in SharePoint and watch them sync back.
organize with powerful tagging.
Organize beyond folders with powerful multi-tags.
control who and what changes.
Set granular permissions with full versioning and restore.
find exactly what you’re looking for.
Search file content, tags, and filters, across millions of files.
get signatures faster.
Unlimited e-signature requests for every user by default.
control your documents
multi-case document
Two clients from the same accident can share one master accident report. Update it once and both cases automatically stay current.
collaborative editing
Three attorneys revise a motion directly from their project views; Word edits sync automatically with no version-shuffling.
document workflow
A settlement agreement follows a preset approval workflow—attorney review, then client review—all triggered automatically.
quick retrieval
Search “social media motion” and find the document by its content, even if the PDF title doesn’t match.


made to fit your needs better.
organize 100M+ documents
automated file handling
smart syncing eliminates duplicates
quick, smart tagging
files keep their meaning

what your firm gains.
- Stop wasting time hunting for documents
- One source of truth kept current across all cases
- Edit in Microsoft Word, PowerPoint, and Excel, not a proprietary editor
- Seamless real-time collaboration
- Eliminate duplicates and outdated versions
- Full audit trail and restore options
- Unlimited storage
- Find anything with multi-tag search and content search combined

EXPLORE
bring order to every document.
No more document confusion. See how you can connect your files to your cases and workflows.
