Process Automation for Law Firm Client Onboarding
True process automation for law firms begins by eliminating the biggest bottleneck: manual client document collection. Stop chasing paperwork and start onboarding new clients faster.
Automate Document Collection →Why Law Firms Automate Client Document Collection
Our platform is designed to handle the specific, document-heavy workflows of client onboarding, ensuring you have complete and validated files for every case.
AI-Powered Document Validation
Automatically analyze client documents for authenticity, expiration dates, and completeness. Ensure every file in your case is valid and meets your requirements from the start.
Automated Client Follow-Up
Stop wasting non-billable hours chasing clients for paperwork. Our system automatically sends reminders to your end-clients about outstanding documents via email and WhatsApp.
Real-Time Onboarding Status Tracking
Gain complete visibility into every end-client's onboarding progress. Instantly see the status of each required document and understand exactly what's missing or why it's invalid.