Uploading Documents

Supported File Types

CaseSolo accepts the following file formats:

• Documents: PDF, DOC, DOCX, TXT, RTF
• Spreadsheets: XLS, XLSX, CSV
• Images: JPG, PNG, GIF, TIFF, BMP
• Medical: DICOM (medical imaging)

File size limits depend on your subscription plan.

How to Upload

From the Document Library

1. Navigate to Documents in the sidebar
2. Click Upload or drag and drop files
3. Select the case to associate with (optional)
4. Choose a document type (medical record, police report, etc.)
5. Click Upload
6. CaseSolo sends the file to secure storage, then confirms the document in the library

If the storage transfer fails, CaseSolo removes the pending record so the document library does not show a file that was not actually uploaded.

From a Case

1. Open the case
2. Go to the Documents tab
3. Drag and drop files or click Upload
4. Documents are automatically linked to the case

Bulk Upload

1. Select multiple files at once
2. All files upload in parallel
3. Assign types and cases after upload

From the Client Portal

1. Clients open Portal -> Documents
2. They choose a requested document or use Upload File
3. Supported portal uploads are PDF, JPEG, PNG, DOC, DOCX, and TXT up to 50MB
4. CaseSolo requests a secure storage upload URL, sends the selected file directly to storage, then confirms the upload in the case record
5. If the storage transfer fails, the pending document record is cleaned up so the request is not marked fulfilled incorrectly

Document Types

Categorizing documents helps with organization and AI analysis:

| Type | Description | |------|-------------| | Medical Record | Treatment records, imaging, lab results | | Police Report | Accident/incident reports | | Demand Letter | Settlement demand correspondence | | Retainer Agreement | Client engagement agreements | | Correspondence | Letters, emails between parties | | Court Filing | Motions, pleadings, orders | | Insurance Document | Policy declarations, claim forms | | Photo Evidence | Accident scene, injury photos | | Deposition Transcript | Deposition recordings/transcripts | | Settlement Document | Settlement agreements, releases | | Other | Any other document type |

Organization

• Folders: Create folders within a case to organize documents
• Tags: Add custom tags for quick filtering
• Search: Search documents by name, type, or content

Document Preview

Click any document to preview it directly in CaseSolo without downloading. Supported for PDF, images, and common document formats.

Sharing Documents

Generate a secure sharing link for documents:

1. Select the document
2. Click Share
3. Set an expiration date (optional)
4. Copy the link to share with clients or other parties