1.Overview
The document component of matter management enables sophisticated organization while maintaining integration with the broader Sque ecosystem.
2.Document Filing and Classification
Documents are filed to matters through multiple mechanisms:
- Automatic Filing: Email Intelligence automatically recognizes and files matter-related documents received as email attachments
- Manual Upload: Users directly upload documents to matter briefcase
- Bulk Import: Administrative users import document collections from legacy systems
- Cloud Filing: Documents from connected cloud storage (Google Drive, Dropbox, OneDrive) can be attached and filed to relevant Sque matters
Document Classification Framework
The platform provides sophisticated document classification:
1. Document Type Classification
- Pleadings: Court filings (complaints, answers, motions)
- Discovery: Discovery requests, responses, and produced documents
- Correspondence: Letters, emails, and formal communications
- Contracts: Agreements, amendments, exhibits
- Evidence: Documentary evidence, exhibits, supporting materials
- Internal Memoranda: Work product, analysis, strategy documents
- Financial Records: Invoices, billing records, financial statements
- Administrative: Meeting notes, docket entries, procedural documents
2. Custom Tagging System
Users can apply custom tags (e.g., "attorney-only," "expert-relied-upon," "highly sensitive") to enable additional organization.
3. Automatic Classification Assistance
Ask Sque can analyze documents and suggest appropriate classification based on document content.
3.Matter Evidence Organization
For matters involving significant evidence (litigation, investigations), the platform provides specialized organization:
- Evidence Tagging: Mark documents as evidence with specification of evidentiary relevance
- Chain of Custody Documentation: Record of evidence handling with modification tracking
- Expert Designation: Mark documents relied upon by experts with expert identification
- Privilege Preservation: Automatic flagging of potentially privileged documents
- Admissibility Analysis: Ask Sque analysis of evidentiary issues affecting document admissibility
4.Document Version Control and Evolution Tracking
As documents evolve through matter progression, the system maintains complete version history:
- Version Tracking: Automatic version numbering (Document_v1, Document_v2, etc.)
- Change Log: Documentation of modifications with user identification and timestamp
- Comparison Capability: Side-by-side comparison of document versions
- Rollback Capability: Ability to access and recover prior document versions if needed
- Collaborative Editing: When multiple users edit documents, system tracks contributions by user
Frequently asked questions
A matter is the central container for all information related to a specific legal engagement or transaction—clients, documents, emails, tasks, deadlines, time entries, and team collaboration. Every piece of case-related work is organized within a matter.
Access is controlled through team member assignment and permission levels (view, edit, approve, delete). Administrators assign attorneys and staff to matters with role-specific permissions. Client portal and external counsel access can be configured separately.
Documents can be filed automatically via Email Intelligence, uploaded manually to the matter briefcase, bulk-imported from legacy systems, or attached from connected cloud storage such as Google Drive, Dropbox, or OneDrive.
Deadlines can be extracted automatically from documents by Ask Sque, entered manually, or imported from integrated court docket systems. Sque sends customizable reminders, escalates approaching deadlines to matter partners, and syncs events to your calendar.