Legal File Management Software

Manage your documents and client files securely within your CRM. Lawmatics provides a centralized hub for all case-related files, ensuring your team always has access to what they need.

Easy File Requests

Stop chasing clients for documents via email threads.

• Automated Requests: Send automated emails or texts asking clients to upload specific documents (IDs, tax returns, evidence).
• Secure Uploads: Clients receive a secure link to upload files directly to their matter record.
• Form Integration: Include file upload fields directly on intake forms for immediate collection.

Centralized Storage

Keep everything organized in one place.

• Matter-Centric: Files are stored directly within the relevant Matter record, not in scattered folders.
• Unlimited Storage: Store as many documents as you need without hitting arbitrary caps (check plan details).
• File Types: Support for PDFs, images, Word docs, and standard legal file formats.

Sharing & Access

Collaborate securely with clients and staff.

• Client Portal: Share documents securely with clients via the portal, avoiding unsecure email attachments.
• Internal Access: Control which staff members can view or edit sensitive files via role-based permissions.
• Sync to PMS: Automatically sync collected files to your practice management system (like Clio or MyCase) for long-term storage.

Organized Workflow

Files triggers actions.

• Notification: Get alerted instantly when a client uploads a requested file.
• Automation Triggers: Move a case to the next stage automatically once a critical document is uploaded.
• Review Workflow: Create tasks for staff to review uploaded documents before proceeding.