Documents & notes

Uploading documents

1 Open the Documents tab

Open a case and click the Documents tab.

2 Upload a file

Click Upload Document. Select one or more files from your computer (PDF, DOCX, JPG, PNG — max 20 MB per file). The file uploads immediately and appears in the list with its name, size, and upload date.

3 Add a document type label

After upload, click the document row to open a detail panel. Set a Document Type (e.g., Affidavit, Order, FIR, Charge Sheet, Judgment) to make searching easier later.

Adding notes

Notes are free-text entries attached to the case — use them for hearing observations, client instructions, or internal reminders.

1 Open the Documents tab and scroll to Notes

Notes appear in a separate section below the file list.

2 Click Add Note

Type your note in the text area. Notes support plain text — no markdown.

3 Save

Click Save Note. Notes are timestamped and show the team member who created them.

Note

Documents and notes are visible to all workspace members. There is no per-document permission control in the current version.