Streamline document collection for every matter
AI identifies needed documents and sends personalized requests to clients
Clients submit documents via phone, text, email, or secure portal
Bank-level encryption protects sensitive client documents
AI automatically categorizes and files incoming documents
Collect signatures on engagement letters and other documents
Automatic reminders escalate until documents are received
See how AI streamlines document collection
New personal injury client needs to provide medical records and accident documentation.
"AI initiates collection: "Hello Mr. Williams, thank you for choosing Smith & Associates for your personal injury case. To help us build the strongest case possible, I need to collect several important documents. I've created a secure checklist for you with the following items: photos of the accident scene and vehicle damage, the police report number, contact information for witnesses, medical records and bills from your treatment, your insurance policy information, and any correspondence with the other party's insurance. You can upload documents directly by replying to this text with photos, or use your secure client portal at this link. Which items do you have ready to submit now?""
Client submitted some documents but key items are still missing after one week.
"AI sends reminder: "Hi Mrs. Chen, I'm following up on your bankruptcy filing documents. Thank you for submitting your bank statements and pay stubs! I'm still waiting for three items to complete your file: your last two years of tax returns, a list of all creditors with account numbers, and copies of any lawsuits or judgments against you. The filing deadline is February 15th, and we need these documents by February 8th to prepare everything properly. If you're having trouble obtaining any of these, just let me know - I can help you request tax transcripts from the IRS or guide you on getting creditor information. Can you submit these items this week?""
Client needs to sign engagement letter and fee agreement.
"AI handles signatures: "Good afternoon Mr. Thompson, Attorney Davis has prepared your engagement letter and fee agreement for review and signature. I'm sending you a secure link to review both documents. The engagement letter outlines the scope of our representation in your contract dispute. The fee agreement specifies our hourly rates and retainer requirement. Please review each document carefully - you can tap any section to expand the explanation. When you're ready, initial each page and sign at the end using your finger or stylus. The documents are legally binding once signed. If you have questions before signing, I can schedule a quick call with Attorney Davis. The documents expire in 48 hours for security.""