Document management

Keep your case documents with the case

Orders, petitions and notes of evidence are only useful when you can find them. Attach documents to the case they belong to, and have them on your phone when you are in court.

Stop searching through WhatsApp for that order

Case papers tend to scatter across chats, email and gallery photos. The Advocate Diary gives every document a home in its case, so anyone with access to that case knows where to look.

When someone asks about an order in the corridor, you can open it from the case rather than search your phone for it.

The Advocate Diary case list, where documents are kept with each case
Benefits

What you get with Document Management

Organised by case

Each document stays attached to the case it relates to.

PDFs and images

Upload files such as PDFs and photographed papers from your phone.

Available with your access

Authorised team members on the case can work with its documents.

How it works

How to use Document Management

  1. 1

    Open the case

    Go to the matter that the document belongs to.

  2. 2

    Attach the file

    Upload a PDF or image from your phone.

  3. 3

    Find it later

    Return to the case whenever you need the file.

FAQ

Document Management FAQs

What types of files can I upload?

You can attach case-related files such as PDFs and images.

Who can see a case's documents?

People with access to the case in your firm. Only upload material you are authorised to store.

Can I delete a document?

Yes. You can manage the documents attached to your cases, including removing ones you no longer need.

Is this my official record?

No. The app helps you organise working copies. Keep your original documents and official court records as your professional obligations require.

Related features

Works well with

📁 Case Management

Keep court, case number, parties, status and priority together, and find any matter in seconds.

Get The Advocate Diary

Free to download for Android and iPhone.