Help Center

1. How do I manage multiple rounds of disclosure in the same case?

Use the timeline feature to track each round of document submissions. It shows exactly when files were uploaded, helping you distinguish between earlier and more recent disclosures.

2. Can I resend disclosure requests to the same client?

Yes. Use the Resend Link button at any time to request additional documents as new information becomes available.

3. How do I keep updated documents separate from earlier versions?

Use the timeline feature to clearly see the order in which documents were uploaded. This makes it easy to identify the most recent files without confusion.

4. Can I add notes or memos to explain changes between submissions?

Yes. Use the memo tool to attach internal notes or summaries that provide context for each round of documents.

5. What’s the best way to prepare complex files for court or opposing counsel?

Use the batch print and reorder tools to organize documents in a clear, logical sequence before sharing or printing.

6. Can I handle disclosures from multiple clients in one case?

If your case involves more than one party, you should create a separate client record for each individual to keep documents and timelines organized.