Upload your case files in bulk– safely, accurately and with full audit trails.
Time is the most valuable asset for any solicitor. Manual data entry of client documents, evidence files and correspondence not only drains billable hours but also increases the risk of errors. Our Bulk Upload engine eliminates the repetitive drag-and-drop ritual and replaces it with a single, intelligent interface that processes files at lightning speed. You can also configure a drop-box connector to collect files from a nominated drop-box. This means your bulk-scanner can be set to send files to a dropbox folder, and they will automatically end up in Legal CM.
Whether you are onboarding a new client with a full suite of contracts, importing historical case files from legacy systems, or simply adding the latest discovery material, the platform scales effortlessly. The underlying architecture leverages parallel processing and intelligent queuing to ensure that even large document collections – including high-resolution PDFs, scanned TIFFs, and multimedia assets – are ingested without slowing down your workstation.
In the UK legal environment, data protection is non-negotiable. Our bulk upload module is fully compliant with the Solicitors Regulation Authority (SRA) guidelines and the General Data Protection Regulation (GDPR).
Drop an entire folder onto the upload pane and watch the system automatically unpack, validate, and index each document.
Intelligent document processing means that a suggested matter can be extracted from the document text, or embedded QR code, speeding up document allocation.
Each file is checked against firm-defined rules – duplicate detection, prohibited file types, and size limits – before it ever touches the database.
Beyond the three core cards, the platform also offers:
The bulk upload engine plugs directly into the core case management data model. Once a document lands in the system, it is automatically checked to see if it can be matched to an existing matter. This greatly speeds up the “file-attachment” step. You can also nominate a document for reivew by the fee-earner at the point of allocation.
Key integration points include:
“Our staff used to spend an entire morning just getting the latest bundle of documents into the system. With bulk upload, and bulk-scan to dropbox, the same job takes five minutes and the audit trail is flawless.”
“The automatic HEIC conversion saved us from costly delays when a client sent us photos from an iPhone. The platform just handled it without a hiccup.”
Experience the speed, security and simplicity that modern solicitors demand. Click below to schedule a personalized walkthrough.