File Management
Centralized document storage with version control, folder organization, and granular access permissions. Every file links to its matter and is fully searchable across your entire organization.
How file management keeps your documents organized
One place for every document, fully versioned and searchable.
Centralized Storage
Every document in one place, linked to its matter
Upload documents to a matter and they are automatically organized and linked. No more hunting through email attachments, shared drives, or local folders. Everything lives in one searchable location with the context of which matter it belongs to.
Version Control
Full version history for every document
Every change to a document is tracked. See who edited what and when, compare versions side by side, and restore previous versions if needed. No more file naming conventions like "contract_v3_final_FINAL.docx".
Access Permissions
Control exactly who sees what
Set permissions at the matter, folder, or file level. Internal team members, external counsel, and clients can all have different levels of access. Audit logs show who accessed which files and when.
See file management in action
See how documents, versions, and permissions work together.