Client onboarding that chases the documents for you

A new client signs on. Right now that means someone creating a folder, emailing a document checklist, and then following up — again and again — with whoever hasn't sent everything yet. The case file gets updated separately, and the first client letter starts from a blank page every time.

One way it plays out

1. The moment a matter opens, the file and checklist set themselves up — a properly named, organized folder is created, and a document checklist goes out right away, matched to what this client's case actually needs, not a generic list.
2. Missing documents get chased on their own — as documents come in, they're checked off; whatever's still outstanding gets a reminder on a schedule, instead of waiting for someone to notice the gap.
3. A first draft of the client letter is prepared for review — once the required documents are in, a first letter is drafted from the intake details and files already on hand — ready for a lawyer to review and send, never sent on its own.

That's one way it plays out — the folder structure, the checklist, and the letter template get shaped around how your firm onboards.

So a new matter opens itself up already organized, the paperwork gets chased without anyone remembering to, and the case record stays in sync throughout — nothing re-entered twice.

Works for: law firms, client onboarding, and document collection and follow-up.

Everything stays on servers here in Canada, and once it's built the whole thing is yours to keep — not a subscription, and not tied to anyone's platform. I'm here in Winnipeg: I set it up, and I stay with you and your team until it's running the way you want.

Curious how it's built? Technical breakdown available on request.