File opening support
Client details, conflict-note placeholders, service category, urgency, and document checklist.
Back-office support
Repeatable workflows for law firms
Support for intake, document indexing, missing-item follow-up, deadline tracking, and file summaries.
LegalExpt
What this includes
Specific intake and document items for this service area.
Document indexing
Organize uploads into categories and flag missing or duplicate records.
Status updates
Prepare plain-language client status notes and next-step lists.
Delivery package
Create a final organized package for lawyer/paralegal review.