Legal workflow automation
Document collection automation that stops the client email chase.
Law firm document collection automation sends the right request when a matter stage requires it, tracks whether the client uploaded the file, reminds them automatically on a schedule, and alerts staff only when a human needs to step in.
What gets built
When a matter reaches the stage that requires documents, the workflow starts and generates the required document checklist for that matter type.
Send the client a clear, branded email or SMS with a secure upload link and a specific list of what is needed.
Monitor the upload destination and mark each document as received as files come in, updating the matter record automatically.
Send follow-up messages on the configured schedule for any documents still missing, without staff needing to track it manually.
When a deadline approaches or a client has not responded after multiple reminders, alert the assigned paralegal or attorney so they can intervene.
Tools this can connect
Clio, practice management software, secure file upload tools, e-signature platforms, email, SMS, and internal task systems. The exact architecture depends on the firm's existing stack and how client communication is handled.