A data repository holds structured information and documents in one searchable list, with columns for the details that matter most. It's a simple way to replace the reference spreadsheets that teams keep alongside a matter.

Reference spreadsheets are often kept separately from the documents they describe. They're emailed between teams, quickly fall out of date and rarely show who changed what.

Store each document alongside its key details, such as dates, parties, amounts or renewal terms, on the same row.

Use columns and filters to narrow down the list, for example to every agreement expiring in the next year.

Everyone with access sees the same, current information, and changes are recorded as they happen.

Permissions and column visibility let you share the repository with the client or other advisers while keeping sensitive columns private.

A development needs a large number of professional appointments and collateral warranties. Keeping them in one list, with each warrantor and beneficiary recorded, makes it easy to see what's in place for each funder and tenant.

For dividends and distributions, you can record each shareholder's entitlement, the status of their tax voucher and confirmation of payment, instead of emailing a spreadsheet between finance and legal.

A claims repository gives the client's general counsel a single view of every claim, including its stage and potential exposure.

A lease repository can record key dates, rent and break clauses for every property in a portfolio, with the lease itself stored on the same row.

Explore the Lists collection on the knowledge base to set up your first data repository.

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