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Legalistik - Law Firm Management Software
Documents & Templates 2 min read Updated: 2026-11-14

Documents: Upload, Drive & AI Analysis

Access files across your entire firm in Documents or within any individual case’s Documents tab.

  1. (1) Open Actions in the top-right to upload a File from Computer, create a New Folder, generate a Document from Template, or inspect Word Merge Fields. Check Search Contents to query text inside attached files.
  2. (2) Every document row provides one-click AI Analysis, PDF, Preview, Editor, and Download actions.

Documents module Actions dropdown and file actions

2. Local AI Document Analysis

Click AI Analysis on any file to inspect its PDF side-by-side with automated legal intelligence:

  • (1) Privacy indicator confirming 100% local processing inside your workspace.
  • (2) Switch between Summary, Deadlines, Contract Risks, and Anonymization tabs.
  • (3) Review extracted parties, claim amounts, hearing dates, and one-click GDPR redaction checks.

Local AI Document Analysis modal

3. Google Drive Storage

(1–2) Switch to the Google Drive tab to connect and browse your law firm’s cloud repository directly inside Legalistik.

Google Drive integration tab

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