Attach invoices, collect vendor forms, request missing proof. Every one is ready to run, and you can adjust it in plain language.
Reply to screenshot requests with text for matter review.
Get copyable text from screenshots right in your review thread, with a shared file and clear marks where the image needs another look.
Keep signed client agreements and audit pages easy to find.
Your final agreement folder holds the signed PDF and its audit certificate, and the owner gets links to both.
Check authority files and request missing power of attorney forms.
Missing power of attorney forms become clear tasks for requesters before legal approval continues.
Turn photographed matter records into review documents.
Get text from screenshots and photographed pages in a review document, with unclear passages marked for your team.
Close filing gaps by adding signed agreements to final matter files.
Your signed settlement and retainer agreements reach the right matter folder, with signing certificates and links for the matter owner.
Keep signed confidentiality agreements and certificates on the right matter.
Your signed confidentiality agreement and proof sit together on the right matter. Its owner gets an email showing where to find them.
Bring current matter files into the internal review packet.
Your internal reviewer sees current packet files alongside the form answers, while your team can resolve missing files before sign-off.
Send approved client agreements and file signed copies with audit pages.
Your client gets the signature request, and your team finds the signed agreement with its audit page in the final folder.
Keep client follow-up files with the pending matter review.
Your reviewer sees missing files on the pending approval item, even when a requester adds them after the review starts.