Uploading a document
- Go to the matter’s Documents tab
- Click + Add Document
- Choose how to add the file:
| Method | When to use |
|---|---|
| Upload from computer | Single file from your desktop |
| Link from Google Drive | File already exists in Drive — Matter Vault copies it into the matter folder |
- Optionally toggle Analyze with AI — defaults to the matter’s AI mode setting
- Click Add Document
Syncing from Google Drive
If documents already exist in the matter’s Drive folder — for example files added directly by a team member — use Sync from Drive to import them into Matter Vault.- Click Sync from Drive in the Documents tab toolbar
- Browse the matter’s Drive folder structure
- Select the files or folders to import
- Choose whether to run AI analysis on the imported batch
- Click Sync
Searching and filtering
The Documents tab has a search bar and several filters to help you find files quickly.| Filter | What it does |
|---|---|
| Search | Matches file name and AI-generated title |
| Category | Filter by document type (Medical Record, Contract, Court Filing, etc.) |
| Source | Filter by how the document entered (Firm Upload, Drive Sync, Email Attachment, Client Portal) |
| Privilege | Show only privileged or non-privileged documents |
| Tag | Filter by person, organization, or topic tag applied by AI |
| Production | Filter by whether the document has been included in a production set |
The document panel
Click any document row to open the document panel on the right. The panel has three tabs: Details- File name, display name, category, tags
- Privilege and confidentiality flags
- Review notes added by the attorney
- AI-generated summary, category, and tags
- Pipeline status (Pending, Running, Complete, Skipped, Error)
- Analyze document button — runs analysis on demand regardless of matter AI mode
- Full chain-of-custody log showing every event: uploaded, reviewed, analyzed, included in production
Editing a document
From the document panel you can:- Edit the display name (overrides the AI-generated title)
- Set or change the category
- Mark as privileged or confidential
- Add review notes
- Add or remove tags
Bulk actions
To act on multiple documents at once:- Hover over any document row — a checkbox appears on the left
- Check the boxes for the documents you want
- An action bar appears at the bottom of the panel
- Choose Delete to remove the selected documents
Downloading a document
Click the download icon on any document row to download the file directly from Google Drive to your computer.AI pipeline status
Each document row shows a status badge indicating where the document is in the AI pipeline:| Status | Meaning |
|---|---|
| Pending | Waiting to be picked up for analysis |
| Running | Analysis in progress |
| Complete | Analysis finished — summary, category, and tags are populated |
| Skipped · manual | Matter is in manual AI mode — use Analyze document to run on demand |
| Skipped · budget | Firm has reached the monthly AI document limit |
| Error | Analysis failed — click Analyze document to retry |