Legal · Example workflow
Chase missing documents from new clients
Check intake folders against your checklist and follow up until each file is complete.
Example request
We have nine new estate planning clients this month. Check each intake folder against our document checklist, including IDs, existing wills, deeds, and beneficiary forms, and list what is missing for each client. Draft a short reminder in the attorney’s voice for each one, and after I approve the wording, follow up weekly with anyone who has not sent their documents.
How the agent works through it
- Compare each intake folder with your checklist.
- List the missing documents for each client.
- Draft reminders and schedule weekly follow-ups until each file is complete.
What comes back
A status list of every new client file, with reminders ready for approval.
What needs your approval
Reminders go out only after the attorney or paralegal approves them.
Sharing with others
Your paralegal can track intake status without access to the attorney’s inbox.