Manage Case Files

What case files are

A case file is any document held against a matter — a signed statement, a court bundle, a scan of correspondence, a spreadsheet of figures. Storing them on the matter means the whole team works from one set of papers instead of a folder on someone's laptop.

Adding a file

1. Go to Legal → Case Files and click Add File.
2. Pick the matter the document belongs to. Start typing the case name or its reference (for example MAT-2026-0007) and choose it from the list.
3. Click the upload box and choose the document. Accepted types are PDF, Word, Excel, plain text, CSV, ZIP and images, up to 10MB each.
4. Give it a display name — this is what your colleagues see in the list, so use the name of the document rather than the filename it happened to arrive with.
5. Add a short description if it helps ("Signed witness statement, exhibit B").
6. Click Add File.

Finding a file again

The Case Files list shows every document across every matter, newest first. Use the Filter by matter box at the top to narrow it to one case — useful when you are preparing a bundle and only want that matter's papers.

Each row shows which matter the document belongs to, its size and when it was added. Open downloads it; Remove detaches it from the matter.

Matters themselves also show a file count, so you can see at a glance which cases have papers attached.

Who can see them

Case files are stored inside your own tenant and served only to signed-in users of that tenant. A file uploaded by one firm can never be retrieved by another, even if someone knows its address.

Access to the Legal module is controlled by your plan and by each person's access role — anyone who can reach Legal → Case Files can see the documents held there, so treat the module itself as the boundary.

For your IT team

Uploads are stored per tenant on the platform and served through an authenticated endpoint that checks the caller's tenant on every request. The stored address must be one the platform itself issued: a hand-written link to an outside host, or to another tenant's folder, is rejected when the case file is saved. Downloads are sent with Content-Disposition: attachment, X-Content-Type-Options: nosniff and a restrictive content-security policy, so an uploaded document cannot execute anything in the browser.

Tips

• Name files the way you would label a physical exhibit — future you will be searching this list under time pressure
• Attach the signed version, not the draft; use the description to say which is which
• Removing a case file detaches it from the matter, so keep your own archive of anything you may need after the case closes

Where to go next

• Understand the whole module → Open a Matter
• Manage Case Files
• Log Time Entries
• Record Court Dates
• Perform a Conflict Check
• See where this fits in the bigger picture → Start Here: What Plenix Is and How It Fits Together