Law firms
Identity documents, financial records, contracts and correspondence: organize your firm’s requests and help each client prepare the documents you need.
Request my trialYour starter templates
Templates included from the start, ready to tailor to each client.
From the first document to additional evidence, your client finds the instructions in one place. Your team tracks uploads, reviews versions and prepares exports.
In your everyday work
Explore the use cases and document checklists included in your firm’s starter templates. Adapt them to fit each client.
01Included template
Gather your client’s civil status and financial documents. Create separate matters for people who must not share access to the same documents.
Documents to collect
02Included template
Organize contracts, court documents, correspondence and photos into separate requests. Add documents as the matter progresses while keeping track of the collection.
Documents to collect
03Included template
Start with photo ID, then expand the checklist to suit the engagement. Save a reusable template for future clients.
Documents to collect
Your firm chooses the documents needed for each engagement. Everyone invited to a matter can view its documents; use separate matters when access must remain separate.
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ExploreDoes your practice have its own requirements? Build your catalogue and templates around the way you work.
ExploreYour next matter can be simpler
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