Start a case as DSAR, FOI, litigation disclosure, or RFP proposal and get a matching checklist.
When you create a Case you can pick a template: DSAR / subject access request, FOI / public access request, Litigation disclosure, or Vendor / RFP proposal. A Standard case has no template and no checklist.
How it works
Case
Keep identities together
Upload
PDF, Office, scan, chat
Fast Track
Accept a person once
Apply
Redact or pseudonymize
Verify
Fail-closed
Export hands you a file only after verification. Surviving sensitive text blocks the download.
A template seeds a checklist. It does not replace Fast Track, apply, or fail-closed export.
What each template tracks
DSAR: identity and disclosure logging.
FOI: scope, exemptions, consultation, and appeal guidance.
Litigation: privilege, binder assembly, and production.
RFP: pricing, contacts, registration details, confidentiality markers, approval, and release.
On Firm, Trial, and Enterprise, FOI and DSAR cases also unlock the FOI / DSAR tab (FOI Case OS): statutory clocks, structured exemption schedules, consultations, and a response memo.
What stays after create
The checklist is copied onto the case when it is created, so it keeps its steps even if the template changes later.
Templates also set the tone of the AI cover summary in the Export wizard.
Steps follow your interface language, so switching Northdocs between English and Danish relabels them without losing which ones are ticked.
The template cannot be changed after creation. If you picked the wrong one, create a new case and use Move to case from the Documents list to move the files across.