Document management
Replace email attachments and shared drives with a controlled document pipeline: request what you need, let clients upload securely, scan every file, and review and approve against the matter.
Request & track
Build a checklist per matter; track each document from Requested to Approved.
Safe by default
Every upload is virus-scanned and validated; suspicious files are quarantined.
No direct URLs
Documents are served through signed, expiring links with access checks — never public paths.
Soft-delete & audit
Nothing important is hard-deleted; every action is logged.
Built for how firms actually work.
- ✓ Document categories: ID, proof of address, evidence, court papers, contracts, signed docs and more
- ✓ Status flow: Requested → Uploaded → Scanning → Review → Approved / Rejected / Re-upload
- ✓ Client-visible vs internal document separation
- ✓ Storage limits surfaced before they become a problem
Why it matters
Request, receive, virus-scan, review and approve documents — with signed, expiring access links.
Every action here is permission-controlled and captured in the append-only audit log — so the firm is protected and the client is reassured.
Explore more of the platform
See Fitzentic run your firm.
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