Abstract: A content management system is disclosed for documents and other content for a system operating in legal environment referred to herein as a case management system. The case management system allows attorneys in a legal environment to efficiently store and manage content for their client and case matters. Furthermore, the system encourages attorneys to collaborate with fellow co-workers, clients, and third parties (e.g. expert witnesses) in a secure and confidential environment. The case management system enables attorneys to maintain case files and associated documents more efficiently and thus allow law firms to more productively function as a business that relies heavily upon comprehensive document files.