Document Collector Getting Started: Configure Requests and Track Completion

Document collection is one of the most time-consuming parts of legal work. Chasing clients for missing files, sending follow-ups, and manually tracking uploads slows down cases. Document Collector simplifies this process by automating requests, reminders, and completion tracking in one place.

This guide helps you configure your first document request and track progress confidently from day one.

What Document Collector Does

Document Collector allows law firms to request documents from clients in a structured and automated way. Instead of emails and manual follow-ups, you create a clear requirements list, send it to the client, and track completion in real time.

Clients upload files directly to the case, reminders go out automatically, and your team always knows what is pending and what is complete.

Setup Checklist Before You Start

• Before creating your first request, confirm these basics
• You have an active case or matter created.
• You know which documents are required, such as medical records, bills, IDs, or liability documents.
• You decide reminder cadence, for example every 3 or 5 days.
• You confirm who will receive notifications inside your firm.
• Proper setup ensures smoother client responses and fewer delays

Step-by-Step: Create Your First Document Request

• Start from the Document Collector landing page.
• Click Create Request and select the case or matter.

• Add document requirements clearly, using simple names clients can understand.
• Set reminder frequency and deadline.
• Send the request to the client via the selected channel.
• Once sent, the request becomes active and visible on the dashboard.

Track Completion and Status

The request status dashboard shows real-time progress. You can instantly see which documents are uploaded, pending, or missing. Each upload is automatically linked to the case. No manual tracking or follow-up emails are required.

What to Do Next

After completion, review documents for accuracy and completeness. If something is missing, update the request or resend reminders. For advanced workflows, explore deeper documentation on automation, reminders, and integrations.

Document Collector helps your firm save time, reduce friction, and keep cases moving without constant follow-ups.