Legal

Client intake & matter document workflows

Manage client intake forms, retainer agreements, identity verification, and matter-specific documents — with a branded portal your clients will actually use.

New client intakeMatter document collectionFirm credentialing

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DOCUMENT CHECKLIST

Client Intake Form & ID VerificationIntake
Signed Retainer AgreementIntake
Conflict of Interest DisclosureCompliance
Matter-Specific Supporting DocumentsMatter
Bar Admission & Malpractice InsuranceCompliance

Branded upload portal — no client account needed

Automatic reminders until every document is in

Expiration tracking for licenses and certificates

AI-assisted review of uploaded documents

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