Documents Overview

Documents and files can be stored on several types of records; cases, outreaches, grants, etc.

Optionally, you can choose to use a third party document integration with LegalServer.

You can also create templates that merge information from a record to create a 'filled in' document. Templates are currently available for the case/matter and user modules.

Documents on Cases

Document Templates - Creating and Editing

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us