Every Client Document, Stored Securely in One Place
Client files, contracts, and case records stay organized and attached to the right case — not scattered across email attachments and shared drives.
Organized by Case, Not by Inbox
Every document a client uploads through the client portal goes straight into their case record, so your team is never digging through old emails to find the right version of a file.
- Documents tied directly to the case file
- Clients upload files straight through the client portal
- No more hunting through email attachments
- Access managed by the firm, not scattered across inboxes