Collect case documents without chasing clients
Send one secure link for a new matter. Your client uploads their ID, the agreement and the notices they received, and every version stays on record.
A new matter stalls on one missing paper
The work can’t start until the client sends their ID, the agreement and the notices they received, and they usually arrive in pieces over WhatsApp and email.
From request to ready in three steps
- Ask
Send the intake checklist
Start from “New matter intake”, add what this matter needs, and send it to your client.
- Collect
The client uploads
From their phone, with no account. If they can’t provide something, they tell you why.
- Review
Keep every version
Ask for anything missing with a reason. Every file and every decision stays on record.
Start from your own checklists
Indian firms start from New matter intake; UAE and GCC firms also get KYC, company formation and licence checklists. Edit any checklist, or describe the work in a sentence and AI drafts one for you.
- New matter intake
- New client KYC (GCC)
- Company formation (UAE)
- Trade licence renewal (UAE)
Internal notes stay internal
Notes for your team are never shown on the client’s page.
Every version kept
A new upload never replaces the old one, and every decision is in the history.
Files back to the client
Share signed documents, notices and letters on the same page.
“I can’t provide this”
Clients say why a document is missing, so you know instead of guessing.
Fee quotes and retainers
Quote a consultation, drafting work or a monthly retainer, and the client accepts online.
Access by assignment
Staff see only the clients assigned to them; owners and admins see every matter.
Quote your fees and get paid
The free CRM starts with services for your kind of work (consultation, contract drafting and review, legal notice, company registration and a monthly retainer). Add your fees, send quotes the client accepts online, and invoice with GST or VAT.
Good questions
Can clients see our internal notes?
No. Messages to the client and internal notes are kept separate, and the client page never shows internal notes.
Can we share signed documents with the client?
Yes. Share files with a client and they appear on the client’s page, next to the documents they sent you.
Do clients need a password?
No. They open a secure email link. If it expires, they ask for a new one with just their email address.
Does AI approve documents on its own?
Never. AI only suggests, and every approval is a click from your team.
Is there a free plan?
Yes: 10 active clients, 1 team member and 5 open requests, with no card needed. The free CRM and the free apps work on it too. Automatic reminders, monthly schedules and AI start on Starter.