Where to Find It
Select a case from the Viewing Case dropdown menu.
Scroll to the Case Navigation section.
Click Case Files.
How to Upload Files
Select Upload Files at the top right of the Case Files page.
This opens the Upload Files window, where you can review selected files, assign folders, and choose whether to process summaries with AI.
Upload Methods
Drag and Drop
Drag files from your computer directly into the upload window.
Browse from Your Device
Select Browse Files to choose documents, images, or media from your computer.
Upload from Cloud Services
Upload directly from:
Google Drive
Microsoft OneDrive
Dropbox
Supported File Formats
The Upload Files window supports:
PDF
DOC
DOCX
TXT
And other common document formats
Maximum file size: 1024MB per file
Video files support uploads up to 10 GB per file.
Send a Secure Upload Link
Need to obtain documents from a client, provider, or outside party? You can send a secure upload link directly from the Case Files page.
Select Send Secure Upload Link.
Enter the recipient’s email address.
Click Send Link.
The recipient receives a secure portal link that allows them to upload documents directly into the case. The link expires in 7 days for security purposes.
Uploaded files will automatically appear in your Case Files table.
Organizing Files Before Uploading
Assign each file to a folder using the dropdown next to the filename.
System Default folders include:
Intake Forms
Medical Treatments
Uncategorized
You can create additional folders in the Case Files page to support your preferred structure. See Default Folders article for more information on how to customize your File Folders.
Creating Sub Folders (New)
You can now create sub folders within existing folders to better organize your case files.
How to Create a Sub Folder
Navigate to Case Files
Select a folder (for example, Media)
Hover over the folder name
Click the + (plus) icon
Enter your sub folder name
Sub folders allow you to:
Organize files by category within a folder
Separate documents, images, and videos more granularly
Maintain a cleaner and more structured case file system
AI Summary Processing
You may enable or disable AI Summary before uploading each file.
When AI Summary is enabled:
The system automatically generates a summary after the document uploads.
Media files such as audio or video will be transcribed.
When AI Summary is disabled:
The file uploads normally without generating a summary.
Media files upload without transcription.
Important: If you choose not to summarize a document during upload, you can generate a summary later from the Case File Viewer.
For more information, see the Generating Case File Summaries article.
The Upload Files window clearly indicates which files have AI Summary enabled before submission.
The Upload Files window shows:
What Indexing Means
Uploaded files are automatically indexed in the background so the AI Paralegal can reference them during:
Legal research
Demand letter creation
Medical chronology generation
Case analysis
Indexing does not interrupt your workflow, and the AI can reference files while indexing is still in progress.
After Uploading
Once the upload is complete:
Files appear immediately in the Case Files table.
You can move files between folders, rename them, or delete them.
If AI Summary was not enabled during upload, you may generate a summary later from the Case File Viewer.
Indexed files become available for use across all AI powered tools in the case.
Fixing Corrupted or Failed Uploads
In the Case Files table, status indicators confirm whether files uploaded successfully.
A green check mark indicates a successful upload.
A red clock icon indicates a failed or corrupted upload.If you see a corrupted file indicator:
If you see a corrupted file indicator:
Remove the corrupted file from the Case Files table.
Upload the file again using the Upload Files window.
Once the file re-uploads successfully, rerun the document generation or AI workflow that depends on that file.
Reuploading typically resolves most file corruption or processing issues.
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