Documents
Store, organize, and work documents where the claim lives. No reconstructing a data room from attachments two weeks later.
Documents are part of intake, diligence, and close. They inherit disclosure. They do not float in a personal drive.
Folders and files follow the matter, not whoever uploaded last.
Tiers that apply to the matter apply to the documents on it.
Bring files from Drive, Dropbox, Box, or a DMS without leaving the record.
Documents
Store, organize, and work documents where the claim lives. No reconstructing a data room from attachments two weeks later.
Documents are part of intake, diligence, and close. They inherit disclosure. They do not float in a personal drive.
Folders and files follow the matter, not whoever uploaded last.
Tiers that apply to the matter apply to the documents on it.
Bring files from Drive, Dropbox, Box, or a DMS without leaving the record.