Documents and evidence
Documents with immutable versions, requests to clients with reminders, a scanning pipeline with quarantine, and signed, time-bound links for every view, download and print.
§ 1Documents and evidence
Documents and versions
A document is linked to the matters, people, filings and request slots it is evidence for. Each upload is a new version, and versions are never changed or deleted by the application: a correction supersedes, it does not overwrite.
§ 2Documents and evidence
Requesting documents from clients
Document requests use templates with slots, so a client sees exactly what is needed and in what form. Reminders follow a schedule until the request is complete, and what arrives is validated by staff before it is accepted.
- Request templates and slots
- Scheduled reminders
- Validation before acceptance
- Uploads straight from the client portal
§ 3Documents and evidence
Scanning and quarantine
Every upload goes through a processing pipeline: it is hashed, scanned for malware and content-checked before anyone opens it. A file that fails is quarantined, and an exposure can be raised as a privacy incident.
§ 4Documents and evidence
Viewing, sharing and printing
Nobody downloads a document from a permanent address. Viewing, downloading and printing go through signed, time-bound links minted after a permission check, and every mint and download is recorded in the audit log. A print token works once.
Share links have their own public page and are checked again on every visit: a document that is quarantined, superseded or made attorney-only stops being shared.
- Signed, time-bound links
- One-time print tokens
- Share links re-checked on every visit
- Redaction for export
§ 5Documents and evidence
Translation, media and signatures
A translation request becomes a work item for a translator with the right language. Audio and video are kept with their renditions, and documents can carry annotations.
Signature stages exist in the workflow today. The bridge to an e-signature provider is not available yet.
§ 6Status
What is in the product today.
Each capability on this page, with its status. Not available yet means exactly that: it is not offered today.
- In product
Documents with immutable versions, requests to clients, malware scanning and quarantine, and signed, time-bound links.
- In product
Translation requests that become work items for a qualified translator.
§ 7Read next
Related features
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