Legal workflow automation
Document collection automation that stops the client email chase.
Law firm document collection automation sends the right request, tracks whether a client uploaded the file, reminds them automatically, and alerts staff only when a human needs to step in.
Workflow diagram
Matter stage -> required document list -> secure upload request -> reminder schedule -> upload detection -> staff escalation.
Proof signals
- Required document checklist by matter type
- Upload status visible to staff
- Reminder timing and escalation rules documented
- Client-facing copy approved before launch
Related pages
Law firm automation · Clio intake automation · Automation builds