Neptune Data / Applications / Records Room

File once. Every application reads it.

The records room is the platform's shared foundation: a drive-style home for every document at firm, client and matter scope — and the single source every analyst, extractor and drafting reference pulls from.

Request a demo

General tier · Default access Included with every workspace, for every user your admins invite — the everyday tools a matter runs on. About the tiers →

Organization

Scoped like your engagements

Firm records

A firm-wide records room for the practice's own material — precedents, forms, policies.

Client records

Client-level records that every matter under the client shares — organizational documents, standing agreements.

Matter records

Each matter's own room, with folders, that its applications and analysts read from directly.

Working with records

The features that make it a room, not a bucket

Drag-and-drop upload — drop files anywhere on the panel, or upload into a specific folder; documents file to the right scope automatically.
Folders and moves — real folder trees per matter; move documents between folders, or assign loose uploads to the right matter.
Search everywhere — find a document across the firm, a client, or a matter, with its location shown and linked.
Bulk selection and zip export — select any set of documents and download them as one archive.
An in-browser PDF viewer — PDFs open in-site with page navigation, zoom and lazy rendering. Double-click and read; downloading is a choice, not a requirement.
The records picker — every application selects its inputs from the same tree: tri-state folder selection, whole-folder picks, no re-uploading.

Give the documents one home.

See how one filing feeds every application in the workspace.

Request a demo