Managing Documents
Uploading Documents
Navigate to a case or client record and click the "Documents" tab. Drag and drop files or click "Upload" to add documents. Supported formats include PDF, Word, Excel, and image files.
Version Control
Every time you upload a new version of a document, Firm Chambers keeps the previous versions intact. You can view the version history, compare changes, and restore earlier versions if needed.
Organising Documents
Use folders to organise documents within a case. Common folder structures include Correspondence, Court Documents, Evidence, and Billing.
Sharing with Clients
Documents can be shared with clients through the client portal. Toggle the "Visible to Client" option on any document to make it accessible. Clients receive a notification when new documents are shared.
Search
The global search function indexes document titles and metadata, making it easy to find files across all cases and clients.