Document collection software for law firms
Law firms open every matter the same way: a list of documents the client has to produce before work can start. RequestLoops turns that list into one branded request with automatic follow-up, so intake does not stall on a missing bank statement or an unsigned engagement letter.
Documents we help collect
- Signed engagement letter and fee agreement
- Photo ID and proof of address for client due diligence
- Court filings, pleadings and prior correspondence
- Contracts, deeds and title documents
- Financial disclosure and bank statements
- Witness statements and evidence exhibits
Matter intake as a reusable checklist
Build one request template per matter type — family, conveyancing, litigation, commercial — listing every document and signature the file needs. Each item can require an upload, an e-signature or a structured field, so paralegals stop rebuilding the same email from scratch.
Conditional items keep the checklist short for the client: ask for company records only when the matter involves an entity, or for a second ID only when the first fails verification.
Client due diligence without the chase
ID, proof of address and source-of-funds documents arrive through a tokenised portal with no account for the client to create. Smart reminders escalate from email to SMS on the cadence you set, and stop the moment the item is submitted.
On Pro and Business, document validation flags blank pages, wrong page counts and unreadable scans before they reach the fee earner — the checks that usually cost a paralegal a second round trip.
Confidentiality and the file record
Documents are encrypted in transit and at rest, and every request carries a timestamped record of what was asked, when it was reminded and when it arrived — the audit trail a file review expects.
Completed matters mirror automatically to Google Drive (every plan) or OneDrive (Pro and Business), organised by matter and client, so the document management system stays the system of record.
FAQ
- Do clients need to create an account to upload documents?
- No. Each recipient gets a tokenised portal link by email or SMS. They open it, upload what is listed and leave — there is no signup, password or app to install.
- Can RequestLoops collect signatures on the engagement letter?
- Yes. A request can mix file uploads, structured fields and in-browser signing, so the engagement letter is signed in the same flow that collects ID and financial documents.
- Is RequestLoops suitable for client due diligence and KYC?
- Yes. Firms use it to collect photo ID, proof of address and source-of-funds evidence on a repeatable checklist, with document validation flagging unreadable or blank scans on Pro and Business.
- How does this differ from a full practice management suite?
- RequestLoops does one job — getting documents out of clients and into your systems. It sits alongside your case management software rather than replacing it, and syncs completed files to Drive or OneDrive.
- Can we run the same intake checklist for every new matter?
- Yes. Templates are reusable per matter type, and recurring runs can re-issue a request on a schedule for ongoing obligations such as annual compliance documents.
Ready to stop chasing documents?
Try RequestLoops free for 7 days. From $11/month per organisation, no per-seat fees.