For small law firms: keep PDFs attached to the correct matter

Law firm owners see uploaded PDFs go unfiled, leaving matters incomplete and creating billing gaps. Route new PDFs to the right matter so attorneys and admins always access case files.

Overview

Unfiled PDFs leave client matters incomplete and expose small firms to billing and evidence gaps. This workflow routes each uploaded PDF into the correct practice matter, eliminating manual filing and making case documents available to attorneys and admins when needed. That means fewer missed attachments, clearer billing records, and smoother case work for your firm.

Notable Features

Monitor designated PDF folders
Match PDFs to open matters
Attach files into matter records