DOCUMENT REVIEW
A CLEAR STATUS FOR EVERY FILE YOUR FIRM HAS TOUCHED
Faster Drafting,Better Consistency
Once a firm is reviewing dozens of files a week across multiple matters, a basic question becomes surprisingly hard to answer: which documents has someone actually checked, and which are still waiting? Without a shared, visible status, that answer usually lives in someone's memory or a scattered set of emails.
Track Review Progress
Every uploaded file is assigned a clear Pending or Reviewed status, giving the entire team instant visibility into what's complete and what still needs attention.
Flag What Needs Attention
Flags provide more than a simple warning. They identify exactly why a document needs attention, whether it's a legal risk, a compliance issue, missing information, or an update before approval.
Prioritize the Right Documents
Filter documents by status or flag type to quickly find pending reviews, compliance concerns, or high-risk files, helping teams focus on the work that matters most.
Know Who's Responsible
Each document records who uploaded it and when, creating a clear audit trail and making ownership across the team easy to track.
Built for Team Collaboration
With review status, flags, and ownership visible in one place, partners and associates can stay aligned without relying on emails or manual follow-ups.
Smart Status Flags
Five flag types indicate exactly why a document needs attention before it's opened.
Filter by Priority
Filter by status or flag type to instantly find pending work or cleared documents.
Complete Audit Trail
See who uploaded each file and exactly when for clear ownership and accountability.
Manage Flags with Ease
Assign the right flag to any document and remove it once the issue is resolved.
Complete VisibilityAcross Every Matter
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