Client Document Control for Small Law Firms.
Stop chasing clients for the same files. One workspace to request, track, and approve documents across every active matter.
Estate Planning: Smith Matter
Active Request List
Required Documents
ID Verification.pdf
2.4 MB
Tax Returns 2023.pdf
4.1 MB
Lease Agreement.pdf
1.2 MB
Financial Statement.pdf
0 KB
Rejection Note
Replacement Requested
“The provided Lease Agreement is missing the final signature page. Please upload the complete executed copy.”
Organized Review Trail
Every rejection reason and approval decision stays organized by matter. No more digging through email threads to find out what was sent.
Controlled Document Review
Give your team a clear process for every document request. Set submission standards, then approve or reject with specific notes attached.
Document History by Matter
A full history of every file and decision, organized by matter. Always know what was requested, what was approved, and what is still outstanding.
The Review Workflow.
From the first request to final approval, every step is tracked and nothing falls through.
Request
Ask for the exact files each matter needs.
Collect
Clients upload in one place instead of scattered email threads.
Review
Approve or reject with notes tied to the matter.
Finalize
Keep what was requested, approved, and still outstanding in one record.
Every workspace is firm-scoped.
Staff see only their matters. Clients access only their files. Every request stays scoped to the right firm, matter, and client link.
Firm-Scoped Records
Documents and review notes stay inside the right firm workspace. Nothing crosses between clients.
Request History
Every upload and staff decision is logged, so the review trail stays clear.
Matter Document Archive
“A matter-based workspace for requesting and reviewing client files.”
Simple pricing for small law firms.
Two plans. No surprise fees. Start with the one that fits where your firm is now.
Pilot
For firms getting document requests off email and into a structured workspace.
- One Firm Workspace
- Request Lists
- Client Uploads
- Review History
Standard
For firms running multiple active matters with ongoing document workflows.
- Multiple Active Matters
- Priority Setup
- Custom Request Templates
- Expanded Review History
Need a larger setup? Ask about Dedicated access.
