Drag a PDF, DOCX, DOC, TXT, Markdown, or JSON file into a case. Maximum size is 4 MB per file on every plan. (Plans differ in total firm storage, not per-file size. For firms with Discovery Review enabled in limited release, larger discovery productions upload through the Discovery Review panel, which supports much bigger files.) Scanned, image-only PDFs are OCR'd automatically so their text becomes searchable.

Once uploaded, the document's text is indexed across the matter and used as context when you chat with the AI in that case.

To download a document, open the matter's Documents panel and use its download action. Choosing Delete moves the document to Trash; its file and extracted text stay available for Restore from Trash.