Process Automation for Legal Client Intake
True process automation for law firms begins by eliminating manual follow-ups. Stop chasing clients for documents and start automating your intake workflow with our automated document collection platform.
Start Automating Your Intake →Why Top Law Firms Automate Document Collection
Our platform is designed to solve the unique document-heavy challenges of legal client intake, ensuring you gather complete and valid case files from the very start.
AI-Powered Document Validation
Our AI analyzes documents submitted by end-clients via email or WhatsApp to validate authenticity, check for expiration, and ensure completeness against your specific case requirements.
Automated Client Follow-Up
Eliminate hours of non-billable administrative work. The system automatically sends reminders to end-clients, notifying them of the exact documents they still need to provide.
Real-Time Intake Status Tracking
Get a clear view of your entire client intake pipeline. Track the overall status of each end-client and the specific status of every required document in one central dashboard.