| 01Matter-Centric Document Filing |
Organizes pleadings, contracts, correspondence, research, exhibits, discovery files, and other documents around clients and legal matters. |
Create / Open Matter→
Add Legal Document→
Assign Matter & Document Type→
Store in Matter Workspace
|
Matter-, client-, and practice-area filing structures
Custom document types, folders, and metadata
Fast filing from desktop, email, and office applications
|
| 02Document Profiling & Metadata Management |
Applies structured information such as matter number, author, document type, jurisdiction, status, date, and confidentiality level to legal files. |
Add / Import Document→
Apply Legal Metadata→
Validate Required Fields→
Index for Retrieval
|
Configurable metadata by matter or document type
Required fields and automated metadata capture
Bulk tagging and metadata editing tools
|
| 03Version Control & Document History |
Preserves successive drafts of legal documents so teams can identify the current version, review prior changes, and avoid working from outdated files. |
Open Existing Document→
Edit & Save New Version→
Track Author & Timestamp→
Compare / Restore Version
|
Automatic version numbering and revision history
Version comparison and rollback capabilities
Clear distinction between drafts and final documents
|
| 04Full-Text Search & Legal Document Retrieval |
Lets users search document content, metadata, matter information, authors, dates, and other attributes to locate relevant legal files quickly. |
Enter Search Query→
Search Content & Metadata→
Filter Relevant Results→
Open Required Document
|
Full-text, metadata, and Boolean search
OCR for scanned legal documents where needed
Permission-aware search results and advanced filters
|
| 05Email Filing & Correspondence Management |
Captures emails and attachments into the appropriate client or matter workspace so correspondence becomes part of the official legal record. |
Send / Receive Email→
Select Relevant Matter→
File Message & Attachments→
Preserve Correspondence History
|
Microsoft Outlook or required email integration
One-click, suggested, or automated matter filing
Duplicate email and attachment handling
|
| 06Document Templates & Legal Automation |
Uses approved templates and matter data to generate engagement letters, pleadings, agreements, correspondence, and other frequently produced legal documents. |
Select Legal Template→
Pull Matter / Client Data→
Generate Draft Document→
Review & Save to Matter
|
Reusable firm-approved templates and clause content
Merge fields linked to client and matter data
Template governance and controlled updates
|
| 07Document Collaboration, Review & Redlining |
Supports coauthoring, comments, redlines, review workflows, and controlled sharing when attorneys and clients collaborate on legal documents. |
Share Draft for Review→
Add Comments / Redlines→
Resolve Revisions→
Approve Final Document
|
Check-in/check-out or real-time coauthoring controls
Comments, redlining, comparison, and approval workflows
Secure external collaboration without uncontrolled copies
|
| 08Security, Ethical Walls & Access Control |
Restricts sensitive matter content based on user, team, role, client, or confidentiality requirements and helps firms enforce information barriers. |
Classify Matter / Document→
Apply Access Rules→
Authenticate Authorized User→
Allow / Restrict Access
|
Matter-, folder-, and document-level permissions
Ethical walls and restricted-matter controls
Audit logs for viewing, editing, sharing, and downloading
|
| 09Records Retention & Legal Document Lifecycle |
Controls how legal records move from active use to closure, retention, archive, legal hold, or authorized destruction according to firm policy. |
Close Matter / Finalize Record→
Apply Retention Rule→
Archive / Hold Document→
Review for Disposition
|
Retention schedules by matter or record type
Legal hold and destruction-suspension controls
Disposition approvals and defensible audit history
|
| 10Legal Document Analytics & Integrations |
Provides visibility into document activity, storage, adoption, and governance while connecting legal files with practice management, case, email, productivity, and other systems. |
Aggregate Document Activity→
Monitor Usage & Governance→
Connect Legal Systems→
Improve Document Operations
|
Document activity, storage, and adoption reporting
Practice management, case, Microsoft 365, and e-signature integrations
APIs, migration tools, exports, and multi-office support
|