🧑‍💼 How to Upload and Review Case Documents (Professionals)

Keep your documentation organized and accessible. Upload court orders, certificates, service records, and more — all in one secure place.

🎥 Watch: How to Upload a Document

📂 Common Document Types

• Court orders or hearing notices
• Certificates from parenting or treatment programs
• Signed releases or legal forms
• Progress updates or client-submitted materials

💡 Pro Tip

📎 Use clear titles and categories — it helps other team members find what they need fast, especially before court or team meetings.

🔐 All documents are stored securely and only shared with the case team. Clients can also upload and view documents you’ve shared with them.

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