HOW TO USE

This guide walks you through the complete bundle workflow from account setup to final release.

STEP 01

Create Your Account

Start with Register, then confirm your firm profile so all bundles stay organized under the correct team workspace.

STEP 02

Choose a Plan or Start Free

Activate your 7-day free trial with one click — no credit card required — and get full access immediately. Or, if you're ready, select Starter, Team, or Enterprise based on your seat count and expected monthly usage. You can always upgrade after your trial ends.

STEP 03

Create a New Bundle

From your bundle dashboard, create a new matter and give it a clear case name. This makes search, filtering, and handoff easier.

STEP 04

Build Sections and Upload Files

Add bundle sections in the order required for your hearing. Upload PDFs and supporting evidence, including video/audio files used in your case workflow.

STEP 05

Review Index and Pagination

Use the editor tools to confirm index entries, pagination, and section order. Make adjustments before generating the final release.

STEP 06

Generate and Share

Generate the bundle to produce a court-ready output with cover page and linked navigation. Share securely with counsel, clients, or internal teams.

STEP 07

Track Updates and History

When changes are needed, amend the bundle and generate a new release. Use bundle history to maintain a clear audit trail of updates.

Best-Practice Checklist

  • Use consistent section naming so colleagues can navigate quickly.
  • Upload media evidence early to avoid deadline pressure during final checks.
  • Run one final quality pass on index links and page numbers before sharing.
  • Keep obsolete files out of active sections to reduce confusion.

Need Help With A Specific Workflow?

Our team can help you optimize your process for high-volume matters, media evidence handling, and multi-user collaboration.

Contact Us