Law firms
New client onboarder
Sends your engagement letter when you take a case, opens the matter and requests the retainer.
Common
For law firms
Client document chaser
Asks clients for the documents their matter needs, chases what is missing and files what comes in.
- Clio
- Gmail
A replay with a made-up business and made-up data, so you can see each step.
How he does it
7 steps, the same way every time, and one place where he asks you first.
- StartsEvery Monday and Thursday at 9:00
- 1Check each open matter for documents still missingClio
- 2Draft a note listing what each client still needs to send
- 3Ask you first before sending the requestsHe asks you first
- 4Send them from your GmailGmail
- 5Save what comes back to the matter in ClioClio
- 6Tick each document off the matter's listClio
- 7Text you which matters are still waiting on clients
- What you getClient documents filed in the right matter, and a clear list of what is still missing.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
More Jameses for law firms
Law firms
Client intake coordinator
Answers new inquiries, sends your intake form and sets each person up in Clio for your conflict check.
Law firms
Client email assistant
Files client emails to the right matter in Clio and drafts answers to status questions for your OK.
Law firms
Late bill chaser
Finds overdue bills in Clio and sends each client a polite reminder with a LawPay link, after your OK.