Key Benefits
Everything you need in folders & team access
Folders for a case, client, procedure or job
Your own case or chart number, and search that covers it
Notes on the case itself, separate from any document in it
Colleagues in your organization see the same folders
Roles for owner, admin, member and reviewer
Invite colleagues by email
Archive a finished case without deleting anything in it
Real-World Use Cases
See how professionals use folders & team access
Law Firms
Every filing, intake form and transcript for one matter in one folder, reachable by case number.
Medical Practices
Consent form, procedure note and discharge summary for one encounter, kept together.
Shared Caseloads
A colleague picking up a file finds everything without asking who created what.
Review and Approval
Assign a document to a reviewer, and record who approved it over a hash of exactly what they saw.
Technical Details
Under the hood of folders & team access
Shared by Organization
A folder belongs to the firm rather than to whoever created it, so it does not disappear when someone is away.
Deleting Is Safe
A folder holding documents cannot be deleted by accident - archive it instead, and everything inside is kept and recoverable.
Separation of Duties
Where your workflow requires it, the person who approves a document is not the person who prepared it.