Documents, end-to-end

The firm Documents page is rebuilt around how files actually move. Drag-and-drop straight onto a case — no request needed. Browse every file in one panel with size, uploader, and request linkage. Open in an inline preview pane instead of a forced download.

Tag and folder documents from a firm- or case-scoped catalog. Folder tabs and AND-semantics tag filtering cut through busy cases. Manage the catalog from a dedicated sub-page.

Edit open document requests in place — title, due date, instructions. Upload on the client's behalf when they email you the file.

Clients get an in-app notification and email the moment you request a document, with a daily reminder until they upload.