The Briefcase accommodates multiple organizational philosophies, enabling each legal professional to organize documents using the approach that best matches their work style.

The primary organizational approach links documents to specific matters:

• Matter Assignment: Each document is assigned to one or more matters
• Matter Hierarchy: Within each matter, documents are organized into subfolders (Pleadings, Discovery, Correspondence, Evidence, Work Product)
• Access Pattern: Users navigating from matter view access matter-specific document subset
• Automatic Classification: Documents are automatically assigned to appropriate matters based on Email Intelligence, document metadata, or user specification

Organizational Advantage: This approach is optimal for attorneys who work on specific matters and want to access all matter-related documents without searching through firm-wide collections.

An alternative organizational approach groups documents by document type across all matters:

• Document Type Categories: Contracts, Pleadings, Correspondence, Evidence, Discovery, Internal Memoranda, Financial Records
• Drill-Down Access: Users select document type and then locate specific documents within that category
• Cross-Matter Visibility: All contracts across all clients are visible in the Contracts category, enabling cross-matter analysis and template identification

Organizational Advantage: This approach enables identification of patterns across matters and facilitates document reuse (e.g., identifying form agreements for reuse in subsequent matters).

Organization by client entity enables business development and client service focus:

• Client Organization: All documents associated with a specific client are visible in the client briefcase
• Multi-Matter Context: Within the client briefcase, documents from all matters with that client are visible
• Relationship Intelligence: Client briefcases include relationship history, prior matters, and communication patterns

Organizational Advantage: This approach supports business development professionals, billing contacts, and client service managers who focus on client relationships rather than individual matters.

• Flexible Folder Structure: Creation of custom folders and nested subfolders
• Multi-Level Organization: Documents can be organized into 5–10 folder levels if needed for highly specialized organizational needs
• Shared Folder Access: Custom folders can be shared with specific team members or practice groups

Beyond folder-based organization, documents receive classification through tagging:

Primary Tags (System-Generated)

• Document Type: Contract, Pleading, Evidence, etc. (system-assigned or confirmed by Ask Sque analysis)
• Confidentiality Level: Public, Firm-Only, Attorney Work Product, Client Confidential
• Status: Draft, Final, Executed, Approved, Superseded
• Client-Visibility: Client-Visible, Attorney-Only, Expert-Only

Custom Tags (User-Defined)

• Practice Area: Intellectual Property, Labor & Employment, Real Estate, Litigation
• Matter Phase: Intake, Discovery, Motion Practice, Trial Prep, Settlement
• Urgency: Critical, High, Medium, Low
• Review Status: Unreviewed, Reviewed, Approved, Flagged-for-Revision

Tagging Workflow

Documents receive tags through multiple mechanisms:

1. Automatic Tagging: Ask Sque analyzes document content and suggests appropriate tags
2. User Tagging: Documents are manually tagged during upload or subsequent review
3. Batch Tagging: Administrative functions enable batch tagging of multiple documents
4. Tag Inheritance: When documents are organized into folders, all documents in that folder automatically receive relevant tags