Legacy File Importer

Bring historical client files into the suite

Bulk-import folders of legacy matters. We never rename, move, or delete your source files — incomplete records are flagged, not blocked.

1
Import Source
2
Scan & Detect
3
Review
4
Summary
5
Results

Expected structure

Client Name/
  ├── Attendance Note 12-01-2025.pdf
  ├── Police Disclosure 14-01-2025.pdf
  └── Court Letter 20-01-2025.docx
Client Name 2/
  ├── ID Document.pdf
  └── Bail Sheet.pdf