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Manage Documents and Uploads

What does this do for me?

Documents are stored securely in Cloudflare R2 with verified uploads. You can organize documents by matter, client, or category.

1. Create a document record

  1. Open Documents.
  2. Choose New document.
  3. Select the matter or client the document belongs to.
  4. Enter a name and choose a category.
  5. Choose Create document.

2. Upload the file

  1. After creating the document record, choose Upload.
  2. Legal Hub calculates a SHA-256 checksum in your browser before uploading.
  3. Upload the file. For larger files, Legal Hub streams the upload in parts.
  4. Once the upload completes, Legal Hub verifies the stored object’s size and checksum.

3. Find documents

Use the Documents list to search by name, filter by matter, client, or category. The document detail page shows uploaded versions and metadata.

4. Client-visible documents

Documents linked to a portal-enabled matter can be made visible to the client. Use the Client access settings on the document to control visibility.