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Documents

Learn to upload and manage documents in Visalaw AI, keeping your files organized, reusable, and accessible whenever you need them.

Upload and securely store files you want to reference, reuse, or keep for future use. Organize important materials in one place and easily access them whenever needed to support your work across chats and tasks.

Note: All documents are private by default. If you would like to share a document with other users at your firm, it must be shared manually.

Add Document

  1. Click on +Upload Files

  2. Click to upload, drag and drop, or import documents from Google Drive, OneDrive, INSZoom, Clio, Docketwise, or Dropbox. See the Integrations article for more details.

    Note: Supported file types include: PDF, DOCX, DOC, XLSX, XLS, and CSV (up to 100MB each).

Add and Edit Document Details

Add document details to organize your files into categories, tag them, and include version information for easier tracking and management.

Manage Document Categories

Organize your documents by creating and assigning categories to keep files structured and easy to find. Examples of categories:

  • Family-Based

  • Employment-Based

  • Humanitarian

Delete Documents

To delete documents, select the documents and click Delete.

Need assistance? Reach out to support@visalaw.ai and our team will be happy to help.

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