Starter intake
Client details, service category, basic checklist, and next-step message.
Packages
Service package examples
Package scope depends on document volume, urgency, deadline risk, and whether an authorized professional must review the matter.
LegalExpt
What this includes
Specific intake and document items for this service area.
Document organization
Sort records, create index, flag missing documents, and prepare upload summary.
Matter package
Chronology, document checklist, deadline tracker, and handoff notes.
Law-firm workflow
Repeatable intake, file cleanup, missing-item follow-up, and status reporting.