Matter-organized document storage with version control, template generation, and secure client sharing - replacing the chaos of shared drives and email attachments.
We confirm available workflow scope, onboarding, and any provider requirements before a firm begins rollout.
Legal documents are at the heart of every law firm's work. Pleadings, contracts, correspondence, discovery materials, engagement letters, court orders - the average law firm generates thousands of documents annually, each of which must be organized, version-controlled, securely stored, and sometimes shared with clients or opposing counsel.
Most small law firms manage this document volume through a combination of shared network drives, email attachments, and physical filing systems. This approach creates serious problems: documents are hard to find, version control is nonexistent, sharing is done through insecure email, and there is no audit trail of who accessed or modified what.
Attorney Core's document management system replaces this chaos with a structured, searchable, secure repository where every document is organized by matter, accessible to authorized users, and shareable with clients through a secure portal - with a complete audit trail of every access and modification.
A legal document management demonstration should cover more than an upload. Follow a fictional engagement letter or pleading from preparation to review, sharing, retrieval, and export. Confirm which controls are application features and which depend on storage, scanning, retention, or signature providers.
Review owner: Paralegal or attorney
Evidence to check: The file has a recognizable name and correct client/matter association, without being copied into another case.
Review owner: Responsible attorney
Evidence to check: Staff can distinguish the draft from the approved version and confirm the intended review process.
Review owner: Authorized matter team
Evidence to check: A denied staff account and an unrelated client cannot retrieve the file or its download URL.
Review owner: Attorney and client-service staff
Evidence to check: Any signature or delivery service is configured and its status is checked before reporting completion.
Review owner: Firm administrator
Evidence to check: An export opens correctly, relevant metadata is preserved, and retention/deletion responsibilities are documented.
Use fictional clients during evaluation. Attorneys remain responsible for legal decisions, deadline verification, and review of client communications; accounting and trust processes require the firm’s own review.
Use the free law firm software requirements checklist to record what your team has actually demonstrated.
Review the product areas your firm wants to evaluate in a guided walkthrough.
Every document lives within its associated matter. Finding all files for a specific case is a single click - not a 20-minute search through shared drives.
Track every document revision with a full version history. See who changed what and when - and restore any previous version instantly.
Generate engagement letters, demand letters, and court documents from templates auto-populated with client and matter data - in minutes, not hours.
Share specific documents with clients through the secure portal - no email attachments, no consumer file sharing services, no confidentiality risk.
Find any document by content, client name, matter, date range, or file type - across all matters and all document types simultaneously.
Complete log of who accessed, downloaded, or modified every document - providing accountability and protection in the event of a dispute.
Launch checklist
A clear intake-to-matter workflow
Real product screenshots, not abstract illustrations
Transparent pricing and guided onboarding path
Security controls stated without unsupported claims
A focused 15-minute demo option for attorneys
Trust without hype
Published plans start at $49/user/month · Confirm plan scope, provider requirements, and onboarding during evaluation.
Documents are organized by matter within each client record. Each matter has its own document repository with folder structure, version history, and access controls. Documents can be tagged, searched by content or metadata, and shared with specific clients through the portal.
Yes. Attorney Core includes a document template system where you can create templates for common documents - engagement letters, demand letters, motions, fee agreements - with auto-populated fields for client name, matter number, dates, and other matter-specific data.
Attorney Core uses authenticated access controls and HTTPS in production. Object-storage encryption, malware scanning, retention, audit coverage, and portal delivery depend on the configured deployment and should be confirmed during onboarding.
For most small firms, the key is to migrate active workflows first: clients, matters, documents, billing status, deadlines, and staff ownership. Attorney Core is positioned for guided adoption rather than a long enterprise rollout.
Starter includes core billing records. Growth and higher plans add trust and retainer tracking. These tools assist reconciliation but do not constitute legal, accounting, or compliance advice.
Yes. Attorney Core is designed so structured intake data can support conflict checks, client conversion, matter setup, and follow-up workflows without forcing staff to retype the same facts across different tools.
The client portal supports authorized access to shared case information. Confirm available documents, updates, billing views, communication, and any provider-dependent payments in the proposed plan and deployment.
Yes. Attorney Core runs in any web browser and is also available as a Windows desktop app for attorneys who prefer desktop software.