The current version, on the matter, every time.

Version-controlled files that live on the matter, three routes in from Outlook, and external access that can be tracked when sharing.

Matter files12,480

PLPartner uploaded a revision to Statement of claim

PDFStatement of claimv3

DOCRetainer agreementv2

ZIPEvidence bundlev5

PDFCosts disclosurev4

Data: Built and hosted in Australia
Trust accounting: Law Society of NSW certified
Audit: Every action attributed

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What changes

The right document, first time, every time.

Top three benefits your firm will notice.

One current version

Version history on the record, so the file everyone opens is the current one. Never final_v3_FINAL.

Three ways in from Outlook

Drag an email across, file it in one click, or let it file itself by matter code.

Access and sharing, tracked

External document sharing carries a full audit trail, giving your team oversight of every file action.

Document Management

final_v3_FINAL is a symptom, not a filename.

Working from the wrong draft stops being possible.

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How it works

The mechanism, in order.

No setup screen and no configuration project. This is the sequence a matter actually moves through in Document Management.

01/ 04

Saved onto the matter

See it on your own matters

Saved onto the matter
Documents are created or saved onto the matter, from Word or from Outlook.
Three routes for email
Email files three ways: dragged in, one click, or automatically by matter code.
Versions, authors, timestamps
Each document carries its version history, its author and its timestamps.
Sharing leaves a trail
When sharing, external access can be tracked instead of relying on untraceable attachments.
Recorded, attributed, exportable

Document Management FAQs

Your team has questions. We have answers.

Ask us yours

How does an email file itself?

By matter code. Put the code in the subject line and the email lands on the matter without anyone touching it.

Can external document access be tracked?

Yes. When sharing, external access can be tracked on the record.

Does it work with Word?

Yes. Documents are drafted in Word and held, versioned, on the matter.

Do our existing documents come across with their history?

They migrate in the structured import, with version history where the source system holds it, reviewed and signed off before go-live. See our migration process

What happens to documents sitting in someone’s personal drive?

Those are identified during migration planning. Anything outside the source system is a scoping decision made before extraction begins. See our migration process

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