Client document intake
The reality today
A client sends three documents by email, one as a WhatsApp attachment, and calls to say a fourth is in the post. Someone on the team has to monitor all three channels, acknowledge receipt, file each document against the right matter, and check whether anything is missing. This happens for every client, every matter, every week.
What we build
A document intake system that receives files from every channel, acknowledges receipt to the client automatically, names and files each document against the correct matter, and flags what is still outstanding. Nothing is chased manually. Nothing is filed in the wrong place.
What changes
- Document collection stops being a daily task.
- Clients get acknowledgement without someone having to send it.
- Outstanding documents are visible without anyone maintaining a list.