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Document Management

Store, Version, and Share Documents with Confidence

A secure, cloud-based document management system with version control, access permissions, and client sharing — all integrated into your case and client records.

All-in-One Platform

This feature is included in every Firm Chambers plan — no add-ons required.

Key Capabilities

Version Control

Every document upload creates a new version. View the full history, compare changes, and restore previous versions at any time.

Access Permissions

Control who can view, edit, and download each document. Role-based permissions ensure sensitive files are only accessible to authorised staff.

Full-Text Search

Find documents instantly by searching titles and metadata across all cases and clients.

Client Sharing

Share documents with clients through the secure portal with a single click. Clients are notified and can download files without email.

How It Works

1

Upload Documents

Drag and drop files into any case or client record. Supported formats include PDF, Word, Excel, and images.

2

Organise and Tag

Use folders and tags to organise documents by type — correspondence, court documents, evidence, billing.

3

Share and Collaborate

Share documents with team members or clients. Version control ensures everyone works from the latest file.

Benefits

Eliminate Lost Documents

Centralised storage with version control means no more searching through email attachments or shared drives.

Audit-Ready

Every document action is logged — uploads, downloads, shares, and version changes — creating a complete audit trail.

Secure by Default

Documents are encrypted at rest and in transit, with role-based access ensuring only authorised users can view sensitive files.

Ready to Get Started?

Try Document Management and every other feature — free, no credit card required.