Files on a Matter

Every matter, task, and trust transaction has an Assets section: the file cabinet for that piece of work. Purchase agreements, surveys, void cheques, ID scans; if it belongs to the deal, it belongs here, where everyone on the file can find it.

Uploading

Two ways, both obvious: drag files anywhere onto the page (“Drop files here”), or click Upload files and browse.

Limits worth knowing:

• 50 MB per file.
• Accepted types: PDF, Word (DOC/DOCX), Excel (XLS/XLSX), text and CSV, images (JPG, PNG, GIF, WEBP, SVG, TIFF), and ZIP.

Each file shows its name, size, type, who uploaded it, and when.

Previewing and Downloading

Click a file to Preview it in place; PDFs and images render inline, and anything that can’t be previewed offers a download instead. Download grabs the original.

Deleting

Delete asks for confirmation and means it: “This action cannot be undone” is literally true. The record of the deletion survives in the activity log, but the file itself is gone. If there’s any chance a document matters later, it’s a legal file: keep it.

Automatic Processing

When you upload a PDF to a matter, Laminar’s document intelligence (Inlet) also reads it and, where it can, extracts data into the matter, so you type less. See Automatic Document Processing for what that looks like.

Files that can’t be processed (password-protected, oversized, not a PDF) show a “Not processed” status with the reason. The file is still saved either way; processing is a bonus, not a gate.

Sharing with Clients

Files on a matter can be shared into the client portal, per file and per contact. That’s covered in The Client Portal.

Tips

Name files for the person who finds them in two years. “APS signed 2026-06-12.pdf” beats “scan0043.pdf” in every future search.

Upload to the right level. A document about the whole deal goes on the matter. The payout statement backing one trust transaction goes on that transaction, where the person processing it will look.