Comprehensive Legal Support Services
Discover our specialized services crafted to streamline criminal defense operations and boost your firm’s efficiency.
Legal Intake Management
Efficiently capturing and processing client information to ensure no detail is overlooked.
Document Organization
Systematic structuring of case files to facilitate quick access and smooth workflow.
Case Workflow Optimization
Enhancing your firm’s operational procedures to maximize productivity and client satisfaction.
Streamline Your Practice with Expert Legal Support
Tailored services crafted to optimize intake and document management for criminal defense attorneys.
Initial Client Onboarding
Our system simplifies client intake processes, ensuring swift and accurate case data collection to accelerate case handling.
- Send welcome packet and engagement letter (attorney provides template)
- Collect signed retainer agreement
- Create client file in system
Document Collection & Organization
We provide meticulous document management, enabling quick access and secure storage of vital legal files.
- Send client a checklist: “We need your police report, medical records, pay stubs, etc.”
- Follow up when they don’t send things
- Upload and organize documents in the case management system
- Rename files clearly: “Smith_John_Police_Report_2024.pdf” not “IMG_7362.jpg”
- Create a case summary sheet with key dates, parties inv
Communication Coordination
Our services streamline workflows, reducing administrative burdens and freeing attorneys to focus on case strategy.
- Be the client’s point person for administrative questions
- Send reminders about missing documents
- Update attorney: “The Johnson file is ready for your review – all docs collected”
