Service
Document upload & storage
Upload and store documents, notes, and communication to build a complete virtual file with a clear audit trail.
Key elements
Keep documents where the work happens
Store uploads, notes, and related context in the virtual file so the team can find what they need quickly and confidently.
Centralised uploads
Upload and store supporting documents within the matter so nothing is lost across inboxes, drives, and chat threads.
- Centralised documents per matter
- Notes + supporting context
- Traceable uploads
Upload queue
S3
Audited
| Client file | Collection | Status |
|---|---|---|
| Agreement.pdf | Documents | Stored |
| ID.jpg | Documents | Stored |
| Proof-of-address.pdf | Documents | Uploading |
Virtual file
Client file-linked
Searchable
Documents
12 files
Agreements
3 signed
Notes
7 internal
Messages
24 thread items
File completeness
Build a complete virtual file where documents, communication, and actions stay together throughout the matter lifecycle.
- Reduced “where is that file?” moments
- Better continuity for handovers
- Clear audit trail
Traceable history
See what changed, who uploaded it, and when-so you can trust the file’s completeness without manual chasing.
- Upload auditability
- Reduced manual reconciliations
- Client file-linked context
Activity log
User-linked
Recorded
| Event | By | When |
|---|---|---|
| Uploaded Agreement.pdf | Staff | Today |
| Uploaded ID.jpg | Client | Yesterday |
| Uploaded Proof-of-address.pdf | Client | Yesterday |
See document storage in action
Book a walkthrough to see how uploads, notes, and messages stay together inside each file.