Matter Files

Matter Files is the organized file structure for a matter — where your documents are grouped into folders such as Medical Chronology folders. It's where the materials for a single client or case live,

We've rebuilt the Matter Files experience and the file pickers from the ground up. The result is faster, more stable, handles much larger documents, and lets you organize files without the old side effects.

Uploading files to a matter

Upload documents directly inside the matter and they'll be associated with it automatically. Keeping uploads matter-scoped is what makes the rest of Paxton — chats, the AI assistant, Medical Chronologies — reliably pull from the right client or case.

Larger files and longer documents

The new pipeline raises the limits on what Paxton can process:

• Files up to 1 GB
• PDFs up to 2,500 pages

So large medical records and document sets that didn't fit before can now be uploaded and processed in full.

Faster and more stable

Processing is quicker and more reliable across the board — uploads, processing, and opening files are all snappier, with fewer interruptions on large or complex documents.

Moving and renaming files

You can now move and rename files directly in Matter Files, without the disruptions the old experience caused:

• No reprocessing — moving or renaming a file no longer sends it back into the processing state. The file stays ready to use.
• No broken links — renaming a file no longer delinks it from a chat, Medical Chronology, or medical summary the way it used to. Your references stay intact.

This means you can reorganize and clean up a matter's files freely, including moving files out of Unassigned into the matter they belong to, without losing any of the work that already points to them.

Viewing files and citations

Click an inline citation anywhere in Paxton and the source document now opens in a standalone viewer, right where you are — instead of bouncing you out to the old drive. You can read the cited material in context and get back to your work without losing your place.

Picking files in chat (matter-scoped)

When you attach files to a chat or to a Medical Chronology, the Add from Matter Files picker shows a focused list:

• Files from the matter you're working in (the default)
• Files from Unassigned (so you can still reach older items you haven't moved yet)

You won't see files from other matters in the picker. This is intentional — it reinforces matter-centricity, so it's harder to accidentally pull a file from the wrong client or case into a chat. If you need a file that lives in another matter, move it into the matter you're working in (see above) or upload a copy.

FAQ

Can I move a file from Unassigned into a matter? Yes. Use the Move action in Matter Files. The file keeps its processed state and stays linked to anything that references it.

Will renaming a file break my chats or Medical Chronologies? No. Renaming no longer reprocesses the file or delinks it from chats, Medical Chronologies, or medical summaries.

How large a file can I upload? Up to 1 GB per file, and PDFs up to 2,500 pages.

Can I attach a file from a different matter to my current chat? The picker is scoped to the current matter plus Unassigned. To use a file from another matter, move it into the matter you're working in, then attach it.