Effortlessly organise, share and control every file in your case workflow – from initial instruction to post-completion filing.
In modern legal practices, the volume of documents can be overwhelming – title searches, contracts, mortgage offers, client identity checks and countless correspondence all need to be stored, retrieved and shared in a secure, auditable manner. A fragmented filing system leads to missed deadlines, duplicated effort and unnecessary risk. Our Document Management feature consolidates every piece of paperwork into a single, searchable hub that works the way solicitors work.
Built on a robust, cloud-based architecture, the solution gives you real-time visibility of every file, regardless of where it was uploaded or who created it. Whether you are reviewing a title report on a laptop in the office or granting a client portal view from a tablet in the field, the experience is consistent, fast and fully compliant with the data-handling expectations of the UK legal market.
Find any document in seconds using filename search, date ranges, file type or custom tags. No more scrolling through endless grids.
Select multiple files and apply a single command – mark for review, hide from the client portal, add to completion pack, or delete permanently.
Control exactly who can view, edit or download each document. Client-visible files are flagged, while internal drafts stay private.
Organise documents by task, stage or custom categories such as “Title Check”, “Searches” or “Client Care”. Drag-and-drop re-sorting is built-in.
Accidentally deleted a file? Use the Recover function to restore it. Need a single PDF for a client? Merge multiple documents with one click.
Every upload, rename, view and permission change is recorded. Generate reports for compliance checks in seconds.
Document handling is no longer a separate task. The interface lives directly within each matter, meaning that when a solicitor opens a case they instantly see the full document library, filtered by the current stage (e.g., “Instruction Received”, “Exchange”, “Completion”).
The system logs every interaction, providing an immutable audit trail that satisfies internal governance and external regulatory expectations. If a user views a file then the action is logged.
All uploads are virus-scanned automatically, and files are streamed securely.
Choose which documents can be seen by clients in the portal and app.
Matters marked as "sensitive" are restricted to specific users only, this includes the documents.