Documents · New in Universe
Every document, across every Matter
The new Documents page lists every workflow document you are working on, in every Matter, so you can see where each draft stands and act on it without opening the Matter.
Screens shown with sample matters.
Grouped your way
Work Mode, Stage, Document Type or Matter. Collapse All or Expand All.
Act from the row
Open in Noets™, Share, or start a New Workflow.
Keep work moving
Send Reminder to the collaborator who owes the next turn.
Company view
Customer admins can see every document across the firm.
Find any draft in seconds
Group the list by stage to see what is in drafting, in review or ready to file; by Matter to see a client at a glance; or by document type when you want every Office Action response in one place.
Group by Work Mode, Stage, Document Type or Matter; Collapse All or Expand All
Open in Noets™, Share or start a New Workflow from any row
Work from the list
Open a document in Noets™, share it with a colleague or a client, or start the next workflow for the same Matter, all from the row. Editors can send a reminder when a collaborator owes a turn.
Send Reminder to a collaborator who owes you a turn
Customer admins can switch to the company-wide view