IND-04-P01Friction
Paralegals chasing documents
Hours spent emailing clients for the same missing pieces.
Industry sheet · IND-04 · Client intake file
Client intake documents complete before the first meeting
Intake drags when documents arrive piece by piece: an ID without the back, an unsigned engagement letter, the contract that "is coming". dossaia checks each document as it arrives and follows up with the client until the intake file is complete, so your team works on the matter instead of chasing paper.
Law firmsAvailable
The daily grind
What's costing you time today
IND-04-P02Friction
Unsigned or incomplete forms
An engagement letter without a signature or a date, noticed too late.
IND-04-P03Friction
Scattered files
Documents arriving by email, text and mail, with no single checklist.
Checklist
Client intake file: the documents the AI checks
Provided by default, fully adjustable. For each document, the agent checks it's present, legible, from the right period and in the right name.
dossaia checks the presence and form of documents. It gives no legal opinion and makes no decision on the matter: legal analysis remains with the attorney.
IND-04 · File documents
06 documents- 01
Photo ID of each party
Valid, not expired, legible.
- 02
Proof of address
Dated within the last 90 days.
- 03
Signed engagement letter
Complete, dated, signed.
- 04
Supporting documents
Contracts, notices, court papers related to the matter.
- 05
Marriage certificate or divorce decree
If relevant (family law, estate planning).
- 06
Property deed
For real estate or estate matters.
How it works
From request to a complete file
- 01
You open the intake file
Client name and file type; the checklist is ready.
- 02
The client uploads
One secure link, no account.
- 03
The AI checks each document
Right document, legible, signed and dated where required.
- 04
Your attorney gets a complete file
Renamed documents, checklist and summary, ready for the matter.
FAQ
Before you start
Is client data kept confidential?
Documents are stored privately and encrypted, opened only through short-lived signed links, and never used to train AI models. You can delete a file and its documents at any time.
Can I adapt the checklist to a practice area?
Yes, with the Firm plan: custom checklists per practice area (family, estate planning, real estate, litigation).
Register
Other industries
Process your first file for free
3 free files, no credit card. The AI checks, you approve.