Secure document workflows

Sensitive files.Clear working boundaries.

Give law firms, in-house legal teams and document-intensive operations one controlled place to collect, organize, review and share important files—without treating software as legal advice.

Build a secure workspace Talk through your workflow

Active workspaceMatter 24-081 / Alder

Access policy active

Document index08 files · 3 participants

Client intake

Engagement documents

6 of 8 requested items received

Signed engagement letterReceived

Identity documentsReceived

Supporting scheduleMissing

Request

Ask for the exact files the work needs.

Organize

Keep documents with the correct workspace.

Review

Attach feedback to the right revision.

Control

Set who can enter, view or download.

Hand off

Deliver one readable final package.

Access before exposure

The document never meets an undefined visitor.

Identity, the current agreement and workspace policy are checked before a protected file opens. Your team defines the rules; FileMentra applies the configured boundary.

Iris Bennett

Identity verifiedView allowedAccess ends FridayDownload blocked

A workspace around the matter

Less attachment chasing. More visible context.

Use the FileMentra surface that fits each part of the document workflow, while keeping the files, people and activity understandable.

Structured document intake

Create a required-file checklist and route accepted uploads into the correct folder or Room.

File Requests

Focused external collaboration

Keep guests, files, messages and working context together without exposing the wider workspace.

Rooms

Revision-aware decisions

Keep comments and approval attached to the version participants actually reviewed.

Review

Policy-gated viewing

Use Vault when sensitive files need identity checks, agreements, watermarking and tighter viewing controls.

Vault

Version clarity

The filename stops carrying the whole story.

See which revision was shared, what was reviewed and which version received the recorded decision. Activity stays useful without pretending to make a legal conclusion for you.

Disclosure bundleVersion history

v02

Disclosure_bundle_v2.pdfUploaded by Iris · Monday 10:18

Superseded

v03

Disclosure_bundle_v3.pdfShared with external reviewers

Reviewed

v04

Disclosure_bundle_FINAL.pdfSelected for controlled handoff

Current

What FileMentra supports

Document control your team can operate.

Secure collection, storage and recipient-specific sharing
Configured access policies, revocation and activity history
Revision-aware review, approval and final delivery

Where your responsibility remains

Your policy. Your classification. Your legal decisions.

Your organization decides what duties apply, how documents are classified, who should receive access and how records must be retained. FileMentra provides workflow and security controls; it does not replace counsel or determine compliance.

FileMentra is a software platform, not a law firm. Product features do not constitute legal advice, create privilege, determine admissibility or guarantee compliance with any law, regulation or professional obligation.

Start with the workflow

Give sensitive document work a clearer place to happen.

Talk through your use case