Why this workflow matters
Stop treating document collection like an inbox problem.
Clients do not always know which documents matter, and legal teams do not have time to sift through a long email chain before a matter can be properly assessed. A checklist creates a shared definition of complete.
A useful starting point
What to ask for
Use this as a starting checklist, then tailor it to your firm’s process and the client’s circumstances.
- 01Contact and party details
- 02Identification and authority documents
- 03Key contracts, correspondence and notices
- 04Relevant dates and chronology information
- 05Engagement, conflict-check or cost-agreement confirmations
Four steps
A practical collection workflow
Create a matter-type template
Use separate templates for common matter types so clients only see meaningful questions and document requests.
Ask for context with the record
Add short answer fields for key dates or explanations so the team does not have to infer a document’s relevance.
Set an intake deadline where appropriate
Use a due date and reminders to keep a matter moving without staff writing repeat chasers.
Triage from one complete view
Review the submitted portal before allocating or progressing the matter.
The FileReq difference
Make it easy for clients to finish.
One private place for every item
Combine uploads, text answers, dates and confirmations in a single branded portal rather than scattering work across email threads.
Follow-up happens automatically
Set a due date and reminder schedule once. FileReq sends the reminder and stops it as soon as the client submits.
Progress is visible at a glance
See which requests are in progress, overdue or complete so your team can focus on exceptions instead of maintaining a spreadsheet.
Questions, answered
Frequently asked questions
Can FileReq collect client facts as well as documents?
Yes. A portal can combine document uploads with text questions, dates and confirmations.
Does FileReq provide legal advice or matter-management controls?
No. It is a document and information collection tool. Law practices should apply their own confidentiality, conflict and matter-management procedures.