Automations for law firms
Document request chaser for law firms
If you run a small immigration practice with one paralegal, you've probably seen it: intake questions are asked again on every consultation call. This document chaser takes that job off your plate. Asks for the documents you need, reminds people politely and files what comes in.
Why law firms ask for this
- Intake questions are asked again on every consultation call.
- Potential clients call once, get voicemail and call the next firm.
- Engagement letters and fee agreements wait days for a signature.
What it looks like in practice
Picture a small immigration practice with one paralegal. You need four documents from a client. They get one message with the list and an upload link. Two arrive the same day. The reminder three days later brings in the rest, all named and filed in SharePoint.
How it works for law firms
Once the document chaser is running for a small immigration practice with one paralegal, this is the sequence.
- You choose what's needed from a client.
- They get a clear list with an upload link.
- Reminders go out until everything is in.
- Uploads are named and filed in SharePoint.
- You see what's still missing.
Tools it connects to
It plugs into the tools law firms already use, such as Clio, MyCase, Outlook and SharePoint, and runs on n8n, Google Drive and Typeform.
Questions from law firms
Does the document chaser work with Clio?
Often, yes. Before building the document chaser I check your Clio account and plan, because some features depend on API access. If there's a gap for your law setup, you'll know before you pay anything.
How is client data handled?
For the document chaser, data stays in your own accounts where possible, and each step only gets the details it needs. We go through your rules, such as HIPAA or GDPR, before I build anything, and confirm the setup with your compliance adviser if you have one.
How long does it take to set up for law firms?
Plan on 3 to 5 days from the day I get access to your accounts. Most of that is testing with your real consultations and messages, so nothing goes live until it behaves the way you want.
Want this for your law business?
Tell me how your law business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built