Keep every file for a matter in one place by attaching documents to the case — pleadings, evidence, correspondence, and more.
Upload a document
Open the case and go to the Documents tab.
Choose to upload and select the file from your device.
The document is attached to the case and available to your team.
🖼️ Image slot — The case Documents tab with an upload control and a list of files.
Finding and downloading
All your firm's documents are also gathered under the main Documents section, so you can browse across cases. Select any document to download it.
Sharing with clients
If you use the Client Portal, you can choose whether each document is visible to the client or hidden. See Controlling what clients can see.
Storage
Your plan includes document storage. If you're running low, an admin can review usage on the billing page or upgrade for more room.