Documents tab

The Documents tab is the central file store for everything tied to this one client. Passports, IDs, evidence packets, finalized forms, signed agreements — all of it lives here, encrypted at rest, scoped to your firm.

Uploading

Three ways to add a document:

1. Drag and drop anywhere on the tab.
2. Click Upload and pick the file from your computer.
3. Send an intake link — anything your client uploads through the intake form lands here automatically under the “Intake responses” filter.

Accepted formats: PDF, PNG, JPG, HEIC, DOC, DOCX, ODT. Maximum size per file: 25 MB.

Splitting large evidence packets

If you have a 60 MB scan of an evidence packet, split it into ~20 MB chunks (Preview on Mac, Acrobat, or any free PDF tool) and upload each separately. They’ll all show up under the same client, and you can group them with the same category.

Browsing what’s here

Use the filter chips at the top to narrow the list:

• All — everything (default)
• Evidence — supporting documents (passport scans, marriage certificates, etc.)
• Forms — finalized PDFs the workspace has rendered for this client
• Consents — signed engagement letters and retainers
• Intake responses — documents the client submitted through their intake link
• Other — anything that doesn’t fit the above

The search box matches the document’s filename. Rename a file (row action below) if you want to find it later by something other than what it was uploaded as.

Row actions

Each document row carries:

• Preview — opens an inline viewer (PDFs and images; Office docs download to your computer).
• Download — pulls the original file.
• Rename — change the displayed filename. The original is preserved.
• Move to type — recategorize (e.g. you uploaded a passport under “Other” by mistake — move it to “Evidence”).
• Delete — soft-deletes for a grace window, then permanent. Recoverable during the window from the recently-deleted view.

What lands here automatically

A few documents show up on this tab without you doing anything:

• Every finalized form — when you finalize a draft (clean PDF, no watermark), it drops here under “Forms”.
• Every signed agreement — engagement letter, retainer, translator certificate — saves here under “Consents” the moment the client signs.
• Every signed form — when an e-signature request completes on the Case tab, each signed form and the merged print copy save here.

Privacy & security

Everything you upload is encrypted at rest. Only members of your firm who have access to this client can see the documents. If a member leaves your firm, revoke their access under Administrative → Members & roles and they immediately lose visibility on every client, including this one’s documents.

Next

Emails tab →