Overview
The Docs section within a counsel's profile in the Litigation Management Tool allows you to store and manage all documents relevant to that counsel. Whether you need to keep track of invoices, case-related notes, background documents, or other supporting materials, this section keeps everything organised and accessible in one place.
Accessing the Docs Section
Navigate to Counsels from the left-hand menu and select a counsel from your list under the My Counsels tab. Within the counsel's profile, click on the Docs tab to view all documents stored against that counsel.
Upload Document
To add a new document, click Upload Document from the Actions panel on the right. A form will appear with the following fields:
Document Type — Select the type of document being uploaded.
Select File — Choose a file from your device. The maximum file size allowed is 25MB.
Add Link — If the document is available via an external link, paste it here instead of uploading a file.
Once filled, click Submit to save the document to the counsel's profile.
Document Storage
All uploaded documents are stored under the Docs tab and remain accessible at any time. This makes it straightforward to retrieve supporting materials whenever needed, without searching through external storage or email threads.
Conclusion
The Docs section within each counsel's profile ensures that all counsel-related documentation is stored securely and retrievable with ease. By keeping documents organised against the relevant counsel, your legal team stays better prepared and reduces time spent locating critical files.