Stop chasing clients for intake forms and case documents.

Send a checklist for intake forms, ID, and supporting evidence. Clients upload without creating an account. You track progress in one dashboard.

The problem

• —New client intake delayed by missing signed forms or ID
• —Case documents scattered across email instead of organized by matter
• —No easy way to see which clients still owe documents before a filing deadline

What you'll use it for

• ✓New client intake (signed agreements, ID, conflict checks)
• ✓Case document collection (evidence, records, correspondence)
• ✓Discovery document requests