Safe Custody register (records of documents registered on Contacts, not for Matters)

We aren’t planning on releasing the Safe Custody feature in the US product, the reason being this feature is reflective of a specific service and custodial duty that AU attorneys provide for their clients. If US attorneys provide similar services, please let me know.

We do want to build the ability to store files like documents on Contacts though, precisely for this reason. Can you answer a few quick questions for me?

• How many documents would you, on average, store on a Contact? Can you give a few examples (ex. birth certificate, copy of passport, etc.)?
• Other than a place to store the file and searchability, is there any additional functionality that would be helpful when storing files on Contacts (ex. numbering system, sorting on columns, upload date data, etc.

How many documents would you, on average, store on a Contact? Can you give a few examples (ex. birth certificate, copy of passport, etc.)?

It will depend: for individuals, the final signed version of their estate planning documents + amendments (so anywhere from 3 to 10-15 files); for businesses, the corporate docs such as bylaws, resolutions, stock ledger, annual minutes, etc (so anywhere from 5 to dozens depending how long the business has been operating). 

Other than a place to store the file and searchability, is there any additional functionality that would be helpful when storing files on Contacts (ex. numbering system, sorting on columns, upload date data, etc.

not sure, definitely sorting on columns, maybe folders to organize files

Thanks ​@VRose - that's very helpful. I will note this and may reach out in the future to discuss design or other other functional requirements.