The Documents tab is your case file. This guide covers getting files in, keeping them organised, and finding them again.
Getting documents in
1. Upload from your computer
- Open the case and go to the Documents tab
- Click Upload
- Either pick files with the file browser, or drag them straight into the upload dialog
- Choose the destination folder and confirm
You can select several files at once.
2. Import from connected cloud storage
If you have connected Google Drive, OneDrive, Zoho WorkDrive or SharePoint, you can browse them and import documents directly into the case. This is usually better than downloading and re-uploading: fewer copies, and less chance of the wrong version ending up on the file.
3. Save from the assistant
When the assistant drafts something in the Canvas, open the Canvas menu and choose Save to case… to keep it on a case, or download it and upload it here.
Folders
Documents live in folders you create and arrange yourself. There is no imposed structure, so pick one that matches your practice:
| Approach | Suits | Example folders |
|---|---|---|
| By document type | Litigation | Pleadings, Evidence, Correspondence, Research, Court Orders |
| By party | Multi-party cases | Claimant, Defendant, Co-Defendants, Third Parties, Court |
| By stage | Transactional work | Due Diligence, Negotiation Drafts, Execution Versions, Post-Completion |
You can mix them: top-level folders by stage, sub-folders by type within each.
Folder actions
- Create: click New Folder and name it
- Rename: from the folder’s menu
- Move documents: select them and move them to another folder
- Delete: sends the folder or document to the case’s Recycle Bin
The Recycle Bin
Deleted documents and folders are not gone straight away. Open the Recycle Bin from the Documents tab to restore anything deleted by mistake. Items stay in the bin for 30 days and are then deleted permanently.
Keep it shallow
Three levels is almost always enough. Evidence → Witness Statements → Adeola Johnson is fine. Evidence → Civil → 2026 → Q3 → Witness → Statements → Adeola is a filing system nobody will use. Search does the heavy lifting anyway.
Tags and descriptions
Each document can carry tags and a description. Tags cut across folders, which is what makes them useful. A few consistent ones, such as “filed”, “served”, “exhibit” and “precedent”, let you pull together documents that live in different places.
Search
Search covers filenames, descriptions and tags, and also the text inside your documents. PDFs, Word files and text files are indexed, so a clause reference, a party name or a citation will surface the document containing it, wherever it is filed.
This is why “upload now, organise later” is a reasonable habit. Search works regardless of which folder something is sitting in.
Two things to know
New drafts become versions
When you upload a file with the same name and type into the same folder as an existing document, the two are grouped as versions of one document. The list shows the latest version, with a badge such as “3 versions”.
- Click the arrow beside the document (Version history) to see every earlier version and open any of them.
- Choose Compare versions from the document’s menu to set two versions side by side and see what changed.
So when you revise a draft, upload it with the same file name into the same folder. Adding “v3” or a date to the name makes it a different document and it will not join the version history.
There is no email-to-case address
Cases do not have their own inbound email addresses. To get an emailed attachment onto a case, connect your mailbox and use File to case on the email in your inbox, or download the attachment and upload it.
Practical advice
- Upload early, organise later. Do not let folder structure slow you down.
- Name files properly on the way in, then keep the name. “Witness Statement Adeola Johnson” is worth the extra seconds. Upload later drafts under the same name so they collect in one version history.
- Use a small, fixed tag vocabulary. Four tags everyone uses beats forty nobody agrees on.
- Import from cloud storage rather than re-uploading where you can.