Files and evidence
The private files workspace stores the documents and evidence a matter relies on, kept inside your firm.
Who this is for: Everyone handling case documents
The Files workspace (reached at /files inside the signed-in product) holds the documents and evidence tied to your matters. It is private to your firm and separate from this public documentation.
Files vs. Documentation
Files are your firm's private case documents. This Documentation system is the public product knowledge base — the two are intentionally distinct.
Related guides
Transcript retrieval is modeled end to end in the product; the live IRS delivery connection is simulated.
Truidian protects firm data with scoped access, secure authentication, and a traceable record of activity.
The matter workspace brings a case's client, stage, commitments, files, billing, and history into one place.