A stack of case folders held with straps on a desk, next to a laptop, scales and a lamp in an office with a bookcase

03 / CASE FILES AND NOTES

Case files and notes. Matter documents in folders, with document type and versions; team notes you can pin.

Case files sit with the matter, the proceeding and the client. Each document has a type and versions, folders organise it, and key team notes are pinned on top.

HOW IT WORKS

The case file in one place, in its current version.

When filings sit in email, on a drive and in a binder, nobody is sure which version of the contract is the latest or where the power of attorney is.

CHALLENGEWORKFLOWRESULT

01 / DOCUMENT

Add a document to the case file

You choose the file, its type (e.g. court filing, power of attorney, judgment) and the folder. The system checks the file’s content and scans it for viruses before storing it.

The current version of a document is always in the case file.

02 / VERSION

Upload a new version

The new version replaces the current one in the case file; earlier versions stay in the version history.

Only people with access to the matter see its case file.

03 / NOTE

Leave a note for the team

A note on the matter or the client; you pin an important one to the top of the list. You can see who wrote it and who last changed it.

A matter or client with a case file cannot be deleted.

FEATURE VIEW

Information visible in the context of the matter.

The adjacent view is a conceptual visualisation using sample data. It illustrates how information is presented; it is not an application screenshot and does not depict actual clients.

SAMPLE LAYOUTDEMO DATA

REAL-WORLD EXAMPLE

Every document sits with its matter, in its current version, with the history of earlier ones, and only people with access to the matter see its case file.

A trainee adds a new version of the contract to the matter after the client’s comments. The lead lawyer opens the case file and sees it listed as current, with the previous version in the history. There is no need to ask which file is the latest.

PDF, DOCX, XLSX, ODT, ODS, EML and MSG documents up to 25 MB; JPG, PNG and WebP photos
File format recognised by content, not by name
Folders in the matter, versions with history, 8 document types
Antivirus scan and encryption of every file before it is stored

CONSILARIS CONCEPTUAL VISUALISATION · SAMPLE DATA

Case file · ZLC/2026/041Working view

ITEMDETAILSSTATUS

Court filingStatement of claim · version 3Today

Power of attorneyPower of attorney · scan12.10

NoteAgreed with the client · pinnedYesterday

CONSILARIS · CASE FILES AND NOTES

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