Client portal · Unterlagen anfordern
Requested documents: status per item, open until the client delivers
Enlarge imageAfter sending, the request appears in the case file with the message, the progress “0/3”, the due date and the status “open” for each item. The firm can create a link for sending without sign-in, request further items, withdraw the request or complete it. “What's still missing?” is an AI function that runs on click and makes suggestions for your own review. Automatic reminders to the client can be switched on and off for each request.
To the feature: Client portal →Watch the video →
All recordings use fictional sample data – no real cases, people or file numbers. AI output can contain errors and does not replace legal advice.
