The documented Legal workflow connects document management to SharePoint, with client, matter and knowledge-base folders.
Open the right location
Use Documents to find the appropriate client or matter location. Check the folder context before uploading a document so the team can find it later.
Respect document access
Document availability depends on your product permissions and the connected SharePoint configuration. An external SharePoint link may require your own access to that folder.
Keep records useful
Use clear filenames and the firm's filing conventions. Keep documents attached to the appropriate working context, and contact an administrator if the connection or permissions prevent access.