Legal
Client resources behind passwords, precedents behind roles.
Share guides and engagement terms with clients, and keep precedents and case materials restricted to the right people.
Common document jobs
Client guides
Plain-English guides clients can find and download themselves.
Engagement terms
Client-care and fee documents in one current place.
Precedents
Behind a role — visible only to fee-earners.
Case preparation
Checklists and templates, access-controlled.
Firm policies
Complaints, AML and compliance documents, organised.
See it with sample documents
| Title | Summary | Categories | Type | Preview | Download | |
|---|---|---|---|---|---|---|
| Anti-Money Laundering Policy | Client due diligence and AML compliance. | Legal | Download | |||
| Client Care & Engagement Terms | Our terms of business for new clients. | Legal | Download | |||
| Complaints Handling Procedure | Our regulator-compliant complaints process. | Legal | Download | |||
| 🔒 Confidential Board Pack — Q3 2026 (members only) | Legal | — | 🔒 | |||
| Fee Schedule — Commercial Matters 2026 | Standard rates and fixed-fee options. | Legal | Download | |||
| Guide to Commercial Lease Terms | Plain-English guide for business tenants. | Legal | Download | |||
| Litigation Case Preparation Checklist | Documents to gather before your first hearing. | Legal | Download | |||
| Privacy Notice for Clients | How client data is processed and retained. | Legal | Download |
No documents found.
Enter your details to download
Sample data — every document is fictional. Open the full guided demo →
How it works
Live in three steps.
Add your documents
Upload files one at a time, drag in a whole folder, bulk-convert your Media Library, or import a CSV. External links to Drive, Dropbox or SharePoint work too.
Organise and protect
Sort documents into categories, then set access rules where you need them — a password or role per category, and per-document visibility (public, logged-in, or author).
Add the block
Drop the FileDeck block (or shortcode) onto any page and pick a layout. Your searchable, sortable library is live — no template editing.
Questions
Can we password-protect client resources?
Yes — protect a category with a password and share it with the relevant clients.
Can precedents be restricted to fee-earners?
Yes — restrict by WordPress role so only chosen staff see them.
Can we replace a document without breaking the link?
Yes — the download link stays stable; the old file is archived.
Is there an audit of who downloaded what?
Lead capture records name and email before a download when you enable it; a fuller log is on the roadmap.