Effective file and folder management is the backbone of any successful legal practice. Lawcus is empowered with all advanced features to manage them as lucidly as possible. Let's understand them in Detail.

Steps to Create a New Folder

Go to Matters, then open the desired client matter.
Navigate to the Files tab, then click on the + New button.
Select the New Folder option.
Enter the folder's name within Type a folder name field, then click Create to complete the process.

Steps to Upload a Folder

Go to Matters, then open the desired client matter.
Navigate to the Files tab, then click on the + New button.
Select the Folder Upload option.
Select the folder from your system and click on the Upload button.
You will see a confirmation pop-up with the number of files. Click on the Upload button to complete the process.

You can drag & drop a folder or multiple folders for a quick action as well. Ensure the path is correct before the drag & drop.

Steps to Upload Files

Go to Matters, then open the desired client matter.
Navigate to the Files tab, then click on the + New button.
Select the File Upload button. Note that you are uploading the files into the desired folder.
Select a file or multiple files on the window and click on Upload. Once uploaded, you will see the flash success message on the screen.

Like the folder, you can also drag and drop a file or multiple files to directly upload them into the system.

Steps to Create Document from Template

Go to Matters, then open the desired client matter.
Navigate to the Files tab, then click on the + New button.
Select the Document from Template option.
Select the desired document template under the Select Template option and click on Create a document from template button.
You will see the file in your list of files.

Steps to Download Files and Folders

Go to Matters, then open the desired client matter.
Navigate to the Files tab.
Click on the Download button next to the + New button.
Alternatively, click on the Ellipsis button next to the File or Folder and select the Download Option.

When you click on the Download button next to + New button, it will download all files and folders of the matter and send you a download link via an email.

When you use the Ellipsis button to download a file or folder, it will download only the particular folder or file.

Steps to Delete a File or Folder

Go to Matters, then open the desired client matter.
Navigate to the Files tab.
Click on the Ellipsis button next to the file or folder and select the Delete (Trash Icon) from the dropdown.
Confirm Yes when prompted to complete.

You have to delete files and folder individually and can't do this in bulk.

Steps to Move Files

Go to Matters, then open the desired client matter.
Navigate to the Files tab.
Click on the Ellipsis button next to the file and select the Move To option from the dropdown.
Select the destination folder and click on Move to complete the process.

You can always drag a file and drop into the destination folder for quick action.

NOTE: The Move To feature only applies to the same matter; you cannot move it to a folder in a different matter.

You can move only files and not the folders.

Steps to Rename a Folder

Go to Matters, then open the desired client matter.
Navigate to the Files tab.
Click on the Ellipsis button next to the folder and select the Rename option from the dropdown.
Rename the folder within the Type a folder name field and click on Update to save changes.

You can only rename folders and not the files.

Share Folder with a Client User

Go to Matters, then open the desired client matter.
Navigate to the Files tab.
Click on the Ellipsis button next to the folder and select the Share Folders' Files option from the dropdown.
Toggle Select All to share with all users or toggle the particular user to restrictively share access with client users.
Finally, click on the Share button to complete the process.

To share a folder here, you must share the matter with at least one client user before performing this action.

Securely Share Files with a Client User

Go to Matters, then open the desired client matter.
Click on the Attachment Icon in the message field and select and click on Upload to upload the file.
In the activities section, hover on the file and click on the Share Icon.
Toggle Select All to share with all users or toggle the particular user to restrictively share access with client users.
Finally, click on the Share button to complete the process.

Note that in order to share files with a client, you must first invite them to the Client Portal and share a matter with them.

FAQ Section

FAQ 1: Can I access all files on a firm-wide basis instead of just the files associated with a particular matter?

Answer: We don't have this functionality currently, where you can check all files on a firm-wide basis.

FAQ2: I'm running into a glitch when accessing a client file. What do I do?

Answer: It could be because the client is linked to one of the matters with corrupt data imported from your previous software. Clear the Browser Cache and retry again. If the issue persists, contact Lawcus support.

How to Manage Files and Folders in a Matter?