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Send legal reviewers each new matter file's name and link.
Your reviewers get an email when a file lands in your shared review folder, with its name and a link they can open.
File emailed client documents in the chosen archive folder.
Your email attachments land in the archive folder you choose, with their original filenames, ready for your team to find.
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.
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.