Documents
Client documents, collected without email
Clients upload pay stubs, bank statements, and signed forms directly into their case — replacing unencrypted email attachments with a secure, organized portal.
Direct-to-case uploads
Clients upload documents into their own case file through a secure portal, so nothing gets lost in an inbox.
Organized by case
Every document is tied to the case it belongs to and visible alongside transcripts, financials, and tasks.
Secure by default
Documents are encrypted in transit and at rest, isolated to your firm's workspace.
Explore the rest of the platform
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