Write and organise my documents

Write your deeds and letters, upload your files and file them in your cases.

For: Lawyer · Pro

Steps

1. Open “Documents”. “New document” opens the editor; “Upload files” adds your PDF, Word, image or text files (10 MB max each).

   

2. In the editor, give it a title and write. The toolbar handles formatting (headings, bold, lists); “Preview” shows the result.

   

3. “Filed in” puts the document in a case or a folder (“New folder…” to create one).

4. Click “Save” (or Ctrl+S). “Word” exports to .docx, “Print / PDF” prints, “History” restores an earlier version.

Good to know

• Your documents are encrypted and only you can see them; your clients never do.
• “New document” immediately creates an “Untitled document”: delete it if you don't use it.
• Keep your templates in a “Templates” folder so they are easy to find.

Read next

• Use the AI assistant Ask questions about your cases and documents, have a letter or a note drafted.
• Manage my cases Create a case, track its hearings and deadlines, take notes and keep track of fees.

Documents and AI assistant

• Use the AI assistant Ask questions about your cases and documents, have a letter or a note drafted.

Write to our team: we reply quickly. Contact us