AddSC
Cases & Documents4 min readUpdated Aug 3, 2026

Document organization

Understand how SeraCase organizes materials across Evidence, Timeline, Topics, and recommendations.

Overview

After you add documents, Sera helps place them where they’re useful: in Evidence for browsing, on Timeline for chronology, under Topics for themes, and in What Sera Found when action is needed. You stay in control — Sera proposes structure; you confirm what matters.

Why this feature exists

Raw uploads alone don’t prepare a case. Organization turns a folder of files into something you can navigate, explain, and export with confidence.

Step-by-step

  1. 1

    Add documents to the right case

    Confirm your case in the sidebar, then use Add Documents. Organization always stays bound to that case.

  2. 2

    Let Sera finish reviewing

    Wait until review completes before judging structure. Partial results can look incomplete mid-process.

  3. 3

    Browse Evidence

    Open Evidence to see materials as a library. Open individual items when you need detail.

  4. 4

    Check Timeline and Topics

    Timeline shows when things happened. Topics groups related themes so patterns are easier to spot.

  5. 5

    Act on recommendations

    Use What Sera Found and Insights to tighten organization — link evidence, fill gaps, or create tasks.

Best practices

  • Review organization after each meaningful batch of uploads, not only at the end.
  • Link key documents to timeline events so the story stays connected.
  • Use Topics to label themes you’ll discuss with counsel (for example, parenting schedule or finances).

Productivity tips

  • After organizing, ask Sera to summarize what changed since your last session.
  • Mark weak or unclear items for follow-up instead of leaving them unlabeled forever.

Common mistakes

  • Mixing unrelated matters in one case, which muddies Topics and Insights.
  • Ignoring duplicate events that make the timeline look busier than it is.
  • Assuming every automatic placement is final — adjust when something looks off.

Frequently asked questions

Can I reorganize documents myself?

Yes. You can edit timeline events, link evidence, manage topics, and Move to Trash items that don’t belong. Sera’s structure is a starting point.

Where did my file go after upload?

Check Evidence for the library view, Timeline for date-based placement, and Add Documents for processing status if review is still running.

Screenshots

Illustration placeholder — product screenshot coming soon.

Document organization screenshot placeholder

Helpful links

Related articles

  • Uploading documents

    Add PDFs, photos, emails, and scans to your case so Sera can organize them into a clear timeline and evidence library.

  • Evidence library

    Browse, open, and manage the materials in your case from one organized Evidence library.

  • Working with Timeline

    Build and refine a clear chronology of what happened — dates, events, and the documents that support them.

  • Topics and themes

    Use Topics to group related themes across your case — parenting, finances, communication, and more.

Was this helpful?