Documents

Every matter's documents, with every version, in one place

Each matter and client has its own folders. A new version doesn't delete the old one, paper is scanned with your phone, and a power of attorney writes itself from your data.

A matter's „Filings“ folder in ClerkMind, with versions, locked documents and search. Illustrative example.

Every version, and what was filed

A new version of a filing is added without deleting the old one. Any version can be restored, and the filed one stays marked with its date.

  • Folders per matter and per client, with comments for colleagues
  • Court documents, receipts and issued invoices are locked
  • PDF, Word, Excel and email open inside the app, on a phone too
  • Deleted files stay in the trash for 30 days
The versions of „Response to the lawsuit“: three versions, the latest marked as filed, with a restore button. Illustrative example.

Paper, scanned with your phone

Open the code on your screen, photograph the pages, and they arrive in the folder as one PDF.

  • Pages are straightened to A4
  • Location data is removed from the photos
  • The code works once and for one phone only
Scanning by phone: a QR code, three steps and a received four-page PDF. Illustrative example.

The assistant writes the document

Choose the kind of document and the matter. The AI assistant writes the draft from the client and matter data; you edit it and save it in Word.

  • Saved in the right folder
  • A document with the same name becomes a new version
  • For lawsuits, appeals and contracts, the AI assistant prepares a draft
A draft with the AI assistant: „Power of attorney“ selected and a finished Word document saved in its folder. Illustrative example.

Questions

Can I search my documents?

Yes. Search finds documents by name across all folders, and the AI assistant also searches their content, scans and photos included, and shows the page the answer is on.

Can a power of attorney be generated from the data?

Yes. Ask the AI assistant on the matter, and it writes the draft from the client and matter data.

Can I download all the documents?

Yes. Export creates a ZIP with the documents in their folders, a summary PDF, issued invoices and the data as CSV.

Bring your matters in and see the whole office on one screen.

We're opening access gradually. Request early access or book a demo, online or at your office.