Client intake at legal practices requires collecting documents, verifying completeness, and updating records manually. This process is time-consuming and error-prone, with coordinators spending hours composing emails, monitoring inboxes, and chasing missing documents.
Automation generates personalized intake packets, validates submitted documents against checklists, and sends reminders automatically. The result is faster client onboarding, fewer follow-ups, and complete documentation from the start.
The full workflow, from trigger to completion.
A new client engagement is marked approved, triggering the intake workflow.
The automation generates a personalised intake packet with all required documents, instructions, and deadlines based on the matter type and client profile.
A secure document collection link is sent to the client with a deadline reminder and clear submission instructions.
The automation monitors for document submissions and tracks completion status in real time.
Submitted documents are automatically downloaded and organised into the correct case folder with standardised naming.
The automation reviews submitted documents against the required checklist and flags any missing, unsigned, or incorrectly formatted items.
If documents are incomplete, an automated reminder is sent to the client. Once all items are received, a completion notification is sent to the assigned attorney and the client record is updated.
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