Documents & Files

Lawzana Flow provides two ways to manage documents: attached to a matter, or as standalone files in the Files section. Both support AI-powered analysis.

Uploading Documents#

To a Matter#

1. Open the matter and go to the Documents tab
2. Click Upload Document or drag and drop files into the area
3. Documents are automatically associated with the matter

To the Files Section (Standalone)#

1. Go to Files in the sidebar
2. Click Upload or drag and drop
3. Standalone files are not tied to any matter — useful for templates, reference materials, or firm-wide documents

Supported Formats#

File Size Limits#

• Uploads by team members: Up to 25 MB per file
• Uploads by clients (via portal): Up to 10 MB per file

Folder Organization#

Organize your documents into folders for easy navigation:

1. Click New Folder in the Documents tab
2. Name the folder and optionally choose a color
3. Drag documents into folders, or move them via the context menu
4. Folders can be nested for hierarchical organization

Text Extraction#

When you upload a document, Lawzana Flow automatically extracts the text content. This is required before AI features can analyze the document.

• Status indicator: A checkmark (✓) appears when text extraction is complete
• Processing time: Usually a few seconds for standard documents
• Scanned PDFs: May not extract properly — consider using text-based PDFs

AI Analysis#

Once text is extracted, several AI-powered analyses become available. See AI Features for full details on:

• AI Summary — One-click document overview
• Key Facts Extraction — Dates, names, amounts, claims
• Document Chat — Ask questions about the document
• Gap Analysis — Find missing provisions in contracts
• Deviation Detection — Compare against firm standards

Sharing Documents with Clients#

To share a document through the client portal:

1. Open the document in a matter
2. Toggle Share with Client to on
3. The document becomes visible in the client's portal view
4. Clients can download shared documents

Downloading Documents#

• Click the download icon next to any document to save a copy
• Documents are downloaded in their original format
• Clients can download shared documents from the portal

Deleting Documents#

1. Click the context menu (three dots) next to a document
2. Select Delete
3. Confirm the deletion