Document Management for Law Firms & Legal Departments
Keep contract drafts together, choose who can see sensitive files and send documents to assigned reviewers.
Request a DemoWhy legal teams choose Dockria
Permission-Based Access
Choose who can open sensitive matter files and what they can do with them. Set rules for document categories and check access for each user or group.
eDiscovery & Legal Holds
Put documents on legal hold to keep them out of retention actions and block supported changes while the hold is active.
Metadata & Text Search
Find documents by reference, category and other metadata, and search the digital text available in them. Scans without a text layer are found by their metadata.
Below is an illustrative contract-review configuration, with its exception path and limits. It is not a customer case study.
Illustrative legal scenario
Contract versions and review
Maintain contract drafts and review decisions without losing version history.
Steps
- 1Upload a sample contract.
- 2Record its reference and document category.
- 3Upload a revised version before review starts.
- 4Start the review workflow.
- 5Reviewer approves or rejects.
- 6Permitted users access earlier versions and the review history.
Who is involved
- Document editor
- Assigned legal reviewer
- Authorised reader
What your team sets up first
- A contract category with a reference field
- Permission to update versions and check files out
- Review steps with assigned reviewers
Separate path, not part of the steps above
If something goes wrong
The reviewer rejects a clause change, ending that review. An editor with the right access corrects the contract and starts a new review, if no hold or lock prevents it.
What you have at the end
A versioned contract with a recorded review outcome.
What this example does not do
Not legal advice, court filing, conflict checking or a full practice-management system. Signature legal effect needs separate assessment.