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Request documents: create a checklist with a message and a deadline
Enlarge imageIn the “Documents” tab of the case file, “Request documents” opens the form: the message to the client at the top, an optional deadline beside it. Each item is either a specific “Document” or a “Topic” to which the client may contribute several files; a note such as “all pages please” can be added to each item. Suggested lists by area of law and the firm's saved templates shorten the input, and “Request” sends the list. The client then finds it in her portal and is notified via the bell.
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All recordings use fictional sample data – no real cases, people or file numbers. AI output can contain errors and does not replace legal advice.
