Documents and evidence

Versions, requests to clients, scanning and quarantine, signed links, translation and signatures.

• Documents and versionsDocuments with immutable versions, their links to matters, people and filings, the review queue, and the firm's document types.

  For: AttorneyStaff

• Requesting documents from clientsRequest templates and slots, sending a request to the client portal, reminders, and checking what arrives.

  For: Staff

• Scanning, quarantine and validationThe processing pipeline every file goes through, quarantine and privacy incidents, scan batches of incoming mail, and the unscanned-file policy.

  For: OwnerStaff

• Viewing, sharing and printingSigned, time-bound links for viewing and downloading, share links outside the firm, one-time print tokens, and redaction for export.

  For: AttorneyStaff

• Translation and signaturesTranslation requests as work, and collecting signatures through the client portal, on paper, or (not yet) an e-signature service.

  For: AttorneyStaff