Legal · Client intake
Intake without the intake chase
New matters die quietly in intake: unsigned retainers, missing ID scans, half-received case files. DocLoop gives each client a private checklist page and chases the stragglers for you — politely, automatically, on schedule.
Conflicts cleared? Engagement letter out? Supporting documents in? Each step is a tracked item with a timestamp, not a memory exercise.
Matter-type templates
Define intake packs per practice area — family, conveyancing, corporate — and apply them at matter creation. Consistency stops becoming a supervision problem.
Rejection notes preserve privilege boundaries
Tell a client exactly what's deficient (“ID expired”) without exposing internal commentary. Notes travel with the item, not into a general inbox.
Files that explain themselves
When opposing counsel or the court asks when documents arrived, export the engagement: dated, itemized, complete.
Frequently asked questions
- Is client data isolated between matters?
- Each client sees only their own private page and its items. Links are per-client and regenerable instantly if shared accidentally.
- Do opposing parties or witnesses need accounts?
- No — anyone with the link can view that checklist and upload. For sensitive matters, regenerate links between phases.
- We bill hourly — why automate chasing?
- Because unbillable admin isn't advocacy. Hours spent asking twice are hours stolen from the work clients actually pay for.
Keep reading
See the difference yourself
Free plan holds three active clients with every feature — checklists, the no-login portal, automated chasers, CSV exports.