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Firm Knowledge

The Firm Knowledge library

Your firm's templates, prior filings and guidance, in one library that agents draft from.

One library

Firm Knowledge collects the templates, prior filings and guidance your agents draft from. It's laid out like the cases list, so entries are easy to find and sort.

PDFs become documents

Add a PDF and CaseBlink makes an editable copy, marked as converted, that opens in the Word editor.

Firm instructions

Instructions for how agents should work now live in Settings, under Agents.