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Requested documents: the firm's checklist in the portal

The client sees which documents her firm has requested – with message, deadline and an upload button for each item.Enlarge image

In the “Documents” tab, the block “Requested documents” sits on top with the firm's message, the deadline and the progress “0/3”. Each item offers “Upload” as well as “Later” and “Not available” in case a document is not at hand; a topic item may receive several files. The note below the button names the permitted formats: PDF, images and Word documents up to 25 MB. This way the client knows exactly what is needed, and the documents land directly in the case file instead of an email inbox.

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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.

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