Docs / Document Management

Document Management

Store, organize, search, and share documents across your entire practice. Every document links to a case for structured organization.

Document List

The Documents page shows all documents across your firm. Each entry displays:

Uploading Documents

Click Upload to add files. You can:

Supported formats include PDF, Word (docx), Excel (xlsx), images (jpg, png), and more.

Document Preview

Click on any document to open the built-in preview. PDF documents render directly in the browser. Word and Excel files can be downloaded for local editing.

OCR & Text Extraction

Praxis supports OCR (Optical Character Recognition) for scanned documents: upload a scanned PDF or image and Praxis extracts the text, making it searchable across your practice.

Requires a configured provider. OCR runs on Azure Document Intelligence. If your firm has no endpoint and key configured, GET /api/ocr/status reports available: false and no text is extracted. There is no local fallback engine.

Document Maker

For generating new documents from templates, see the Document Maker page. It uses the Typst templating engine for professional legal document generation.

Exhibit Bundler

For producing a stamped, court-ready stukkenbundel from your case documents — numbered exhibit stamps, a clickable inventory and a compressed PDF copy for manual filing — see the Exhibit Bundler page.

Cloud Sync

Documents can be synced to cloud storage providers including OneDrive, Google Drive, Dropbox, Nextcloud, and any WebDAV service. See Cloud Files for configuration.