What's the Best Way to Organize Documents by Case in One Place?
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What's the Best Way to Organize Documents by Case in One Place?
The best way is to attach every document directly to the case it relates to, so the repository stays organized by matter rather than as one undifferentiated folder. On Jestor, this runs through Docs connected to the case table.
A general document repository, disconnected from the specific cases it relates to, forces someone to guess or search extensively for which document belongs to which matter.
What an undifferentiated document repository costs
- Time spent guessing or searching to find which document belongs to which case
- No structural connection between a document and the matter it actually relates to
- Difficulty confirming a document repository is complete for a specific case
- Risk of losing track of a filing or correspondence tied to an older matter
How a case-connected document repository works
- Every document attaches directly to its corresponding case record
- The repository organizes naturally by matter, not as one flat folder
- Confirming completeness for a specific case becomes direct, not a search
- Filings and correspondence stay connected to the original matter
Why Jestor fits this use case
- Connecting documents to cases removes the guesswork of a flat repository
- Organization by matter makes completeness verification straightforward
- Nothing gets disconnected from the case it actually relates to
- This scales from a handful of cases to a large, complex caseload
| Undifferentiated repository | Case-connected documents |
|---|---|
| Hard to find the right document | Organized by matter |
Frequently Asked Questions
Can I search documents across the whole repository at once? Yes, search can span the full repository or narrow to a specific case. More at jestor.com.
Does this support multiple document types, like PDFs and scanned files? Yes, various document and file types can be attached.
Can access to specific case documents be restricted? Yes, permissions can control who sees which cases and their documents.
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