1.Overview
The Briefcase component provides sophisticated document management functionality, serving as the firm's centralized repository for all legal documents. Unlike traditional file servers, Briefcase integrates documents with matter context while maintaining sophisticated search, organization, and security controls.
2.Core Capabilities
Document Organization
Multiple organizational frameworks—matter-based, document type, client-based, and custom folders—plus a comprehensive classification and tagging system.
Search and Discovery
Full-text search, OCR for scanned documents, advanced filtering, and AI-powered semantic search through Ask Sque.
Secure Sharing and Access Control
Granular document-level permissions, role-based access, confidentiality controls, client portal access, and secure external sharing.
Team Collaboration
Collaborative commenting, change tracking, version control, and task integration for document-based workflows.
3.Briefcase Guides
Explore the guides below for detailed instructions on each area of Briefcase document management:
- Document Organization Frameworks and Classification — Matter-based, type-based, client-based, and custom folder organization with tagging.
- Search, Discovery, and Document Retrieval — Full-text search, OCR, filtering, and AI-powered document discovery.
- Secure Sharing, Access Control, and Client Portals — Permissions, confidentiality controls, client portal access, and external sharing.
Frequently asked questions
Briefcase is Sque's centralized document repository for all legal documents. It integrates documents with matter context while providing advanced search, organization, classification, and security controls—going beyond traditional file server storage.
Briefcase supports multiple organizational frameworks: matter-based, document type, client-based, and custom folder hierarchies. Documents can also be classified and tagged with system-generated and user-defined tags.
Yes. The client portal provides secure, authenticated access to designated client-visible documents. Firms control visibility, download/print permissions, and expiration dates while work product remains excluded from client view.
Briefcase supports full-text search with relevance ranking, phrase search, wildcards, and Boolean operators. Scanned documents are processed with OCR, and Ask Sque enables semantic search using natural language queries.