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how-toDifficulty: beginnerTime: 15mVersion: v1Reviewed: 2026-07-14Reviewer: Litigation ownerTags: help, core-workflows, litigation

Export Evidence Packs

Assemble court-ready evidence packets with source linkage and chronology.

Overview

Assemble court-ready evidence packets with source linkage and chronology.

Audience

  • Lawyer

Product Area

Litigation

Prerequisites

  • Evidence map complete

Steps

  1. Select claims and exhibits

Choose claim clusters and associated supporting evidence.

  1. Generate package

Export package with index, citations, and source references.

Expected Result

The Litigation workflow completes without unresolved validation errors, and the result is visible to the intended roles.

Security and Audit Notes

  • Use the least-privileged role that can complete the task.
  • Confirm the resulting change or decision appears in the workspace audit trail when the workflow changes customer data or access.

Limits and Preconditions

  • Available controls depend on the tenant plan, enabled modules, jurisdiction, and administrator policy.
  • If a named control is not visible, confirm entitlement and role access before treating the behavior as a product failure.

Troubleshooting

  • Missing exhibit references: Run pre-export validation for reference completeness.

Related Articles

Escalation

If the documented result cannot be reached after the checks above, capture the workspace identifier, affected product area, timestamp, and a redacted error message, then use Support. Never include secrets, privileged legal content, or customer documents in the initial report.