— Essential

Legal document management

The document manager centralizes the firm’s matters and files in a structured workspace. Users can organize documents, collaborate as a team and launch KGM tools directly from the relevant matter.

Comprendre l’outil Prendre RDV

Dossiers

Modèles

Notes

The problem: documents and tools are scattered

When documents are scattered across emails, workstations, cloud storage and business software, teams lose time looking for the correct version. This fragmentation also complicates access control and action traceability.

How it works

Matter creation

Documents are grouped into a workspace associated with a client, case or engagement.

File organization

Files are classified, named and made accessible according to a shared firm structure.

Collaboration

Authorized members work on the same materials with appropriate access permissions.

KGM tool usage

Pseudonymization, analysis or simplification can be launched directly from the document.

Use cases

Centralize all files related to a matter.

Share documents with an authorized team.

Quickly retrieve the relevant version of a document.

Launch an analysis directly from a file.

Structure the firm’s document repository.

Access management and partitioning

Document access must be limited to authorized users according to their role, team and assigned matters.

Centralization improves traceability but must be supported by retention, deletion and permission-control policies.

FAQ

Can KGM tools be launched from a matter?

Yes. Compatible tools can be launched directly from documents stored in the matter.

Can several firm members collaborate?

Yes. The document manager supports both individual and collaborative work with appropriate permissions.

Related tools

Essential