Service directory

LegalExpt services, split clearly between public support and law-firm support.

The header now groups the site into three main navigation lanes: For public, For law firms, and Services. This page mirrors that structure so visitors can move from service overview to intake, case review, and contact without getting lost.

Browse public services Browse law-firm services Open case review

For public

Main services for individuals, families, and self-managed files.

Each card below links to the service area, the matching intake, and the contact path for next steps.

Real estate

Purchase, sale, refinance, and title-transfer support

Dedicated lane with workflow guidance, intake, checklist, official links, and case review.

Open page Start intake Case review & quotes

Traffic tickets

Ontario traffic-ticket support

Deadlines, disclosure prep, hearing organization, court links, intake, and case review.

Open page Start intake Case review & quotes

CRA / HST appeals

Assessment and appeal file support

Organize assessments, notices, timelines, and the supporting records needed for lawyer review.

Start intake Case review & quotes

Insurance

Auto accident / insurance support

Sort claim records, adjuster communication, chronology, and missing-document lists.

Start intake Case review & quotes

Payments

Chargeback and payment-dispute support

Build the record with receipts, timelines, message logs, and supporting evidence summaries.

Start intake Case review & quotes

Claims

File a claim support

Checklist, factual summary, and supporting-document preparation before the claim is filed.

Start intake Case review & quotes Claim sample

Defence

Small claims defence support

Response organization, dates, exhibits, and next-step planning before lawyer or paralegal review.

Start intake Case review & quotes Defence sample

Samples

Sample claim and defence files

Review illustrative filed-file layouts for claim and defence matters before you request help or publish your own redacted samples.

Sample file menu Claim sample Defence sample

Procedures

Supreme Court procedures

General procedural guidance, filing readiness, deadline tracking, and file-organization support.

Start intake Case review & quotes

Structured public intakes

Use the form that matches the matter you want to start.

These launch-ready forms collect the details most people leave out the first time: names of parties, addresses, what happened, where it happened, when it happened, deadline dates, the support you want next, and the core pleadings, notices, or supporting documents you already have.

File a claim intakeFor plaintiff-side small claims matters

Plaintiff intake

Collect the facts, addresses, parties, and amount claimed before filing.

Use this when you want the claim organized before the next filing step. It is designed to capture when it happened, where it happened, what happened, and who the parties are.

Plaintiff and defendant names
Complete contact and address details
Dates, location, and amount claimed
Document and evidence list

Claim intake See claim sample

Full name Email address Phone number Complete address Court city / location Amount you want to claim When did this happen? Where did this happen? Deadline / when do you want this ready?

Plaintiff / claimant name(s) Defendant / opposing party name(s) Defendant address or business address What happened? Documents or proof you already have What help do you want first?

Dropbox large-file upload

Upload claim documents in Dropbox

Large pleadings and evidence bundles should go through Dropbox instead of normal email attachments.

Open claim upload

Use the same full name and email address as this intake form so the files can be matched to your request.

Upload the claim draft, contract, invoices, demand letters, and supporting records here. You can submit this intake first or upload right after in a new tab.

I understand this is a support intake for general legal information and file organization only. It is not legal advice or representation.

Use this intake to send the facts, party details, and timing. Use the Dropbox claim upload for larger documents and evidence bundles.

Small claims defence intakeFor defendants responding to a filed claim

Defence intake

Organize the response facts, service date, and defence points.

Use this when a claim has already been served and you need the defence details organized quickly. The form asks for service date, deadline, what the plaintiff says, and your side of what happened.

Date served and deadline
Plaintiff and defendant details
Address and location details
Your factual response and records

Defence intake See defence sample

Full name Email address Phone number Complete address Date claim was served Defence deadline or court date Court city / location Amount claimed against you Where did this happen?

Defendant name(s) Plaintiff / claimant name(s) Plaintiff allegations or what the claim says Your side of what happened Documents or proof you already have Do you think there may be a counterclaim?

Dropbox large-file upload

Upload defence documents in Dropbox

Use Dropbox for the claim, defence draft, service materials, notices, and supporting records when the file set is larger than an email attachment.

Open defence upload

Use the same full name and email address as this intake form so the files can be matched to your request.

Upload the served claim, your response notes, supporting records, and service materials here.

I understand this is a support intake for general legal information and file organization only. It is not legal advice or representation.

Use this intake to organize the response facts and deadlines. Use the Dropbox defence upload for the larger file set.

Dispute / appeal intakeCRA, HST, insurance, chargeback, or procedural dispute support

Dispute and appeal intake

Use one structured form for appeals, notices, disputes, and other document-heavy matters.

This intake is the best fit for CRA / HST appeals, insurance file sorting, chargeback records, Supreme Court procedure help, and similar dispute files that depend on dates, notices, and evidence.

Notice dates and deadlines
Reference numbers and amount at issue
Opposing party, insurer, merchant, or agency details
Document list and outcome requested

CRA / HST intake Chargeback intake

Full name Email address Phone number Complete address Matter type Amount at issue Notice, incident, or assessment date Deadline / hearing / response date City / location / office

Business, insurer, merchant, or opposing party name(s) File number, claim number, ticket number, or reference What happened? Documents or notices you already have What help do you want most?

Dropbox large-file upload

Need to upload larger dispute documents?

Submit this intake first. If the matter needs a larger-file upload, LegalExpt can send the matching Dropbox request after reviewing the dispute type and document set.

If the dispute is really a claim, defence, traffic matter, real-estate matter, or law-firm support request, use the matching upload button on that service page.

For now, this dispute or appeal intake collects the facts and deadlines first so the correct upload route can be chosen.

I understand this is a support intake for general legal information and file organization only. It is not legal advice or representation.

Use this intake to explain the dispute, appeal, or notice problem. A matching upload route can be sent after review if the file set is large.

For law firms

Workflow, drafting, and document support for lawyers and legal teams.

Use these lanes for overflow file support, internal prep, chronology work, court-document cleanup, and filing-readiness work.

Court files

Supreme Court case-defence support

Large-file organization, chronology prep, issue summaries, and file-ready handoff support.

Start intake Case review

Tracking

Deadlines and filing checklists

Structured deadline tracking, filing checklists, calendar management, and readiness summaries.

Start intake How it works

Documents

Appendix preparation

Appendix planning, pagination structure, document labeling, and quality-control support.

Start intake How it works

Evidence

Exhibits and evidence files

Build exhibit sets, indexes, evidence bundles, and supporting reference lists.

Start intake How it works

Writing

Case writing support

Factual narrative support, issue summaries, chronology integration, and non-substantive draft cleanup.

Start intake How it works

Affidavits

Affidavit services

Fact organization, exhibit mapping, and draft-structure support before review or commissioning.

Start intake How it works

Research

Research and chronologies

Chronology building, issue summaries, record maps, and workflow support for legal teams.

Start intake How it works

Law-firm trust layer

Built for scoped overflow support, confidentiality, and clean handoff.

LegalExpt is designed to fit around the firm’s file, not replace counsel’s role. The focus is structured workflow support, file organization, and repeatable document-heavy work.

Confidentiality-first workflow

Files are handled as confidential working materials and kept limited to the people and tools reasonably needed to process the request.

Conflict flagging

If an obvious overlap or conflict issue appears during intake, it can be flagged quickly so the firm can decide whether to proceed.

Scoped deliverables

Every file is quoted and delivered based on the exact output needed: chronology, exhibit set, appendix cleanup, affidavit package, filing checklist, or other support task.

Deadline-driven support

Urgency, due date, and document volume are reviewed at intake so the scope and turnaround can be confirmed clearly.

Need a firm-specific NDA or intake process? Use the law-firm intake or contact page before sharing a larger working file.

Law-firm intake

Give firms one structured place to request overflow support.

This intake is designed for appendices, exhibits, affidavits, chronologies, deadlines, and other repeatable file-support work. It gathers the file name, due date, court, scope, and document volume in one place.

For lawyers and legal teams

Use one intake for document work, filing readiness, and workflow support.

Instead of a general message, this form collects the file identity, court level, due date, document volume, and the exact work needed so support can be scoped faster.

Best fit

Appendices • exhibits • affidavit packages • chronologies • deadlines • Supreme Court file support

Good details to include

Style of cause, due date, court or tribunal, number of pages, and what output you want delivered back to the team.

Case review

Quotes are set case by case after the scope, volume, due date, and workflow are reviewed.

Law firm or legal team Contact name Role / title Email address Phone number Support lane Court / tribunal Due date Document volume

File name or style of cause Parties or file details What work needs to be done? Current stage and urgency

Dropbox large-file upload

Upload law-firm support documents in Dropbox

Use Dropbox for pleadings, endorsements, appendices, exhibits, chronologies, instructions, and working materials that are too large for email.

Open law-firm upload

Use the same firm name, contact name, and email address as this intake form so the files can be matched to your request.

Upload the pleadings, endorsements, working bundle excerpts, chronology drafts, and support documents here.

I understand this intake is for scoped support, workflow help, and general legal information only. It is not independent legal advice or representation.

Use this intake to scope the assignment. Use the Dropbox law-firm upload for the working file documents and larger bundles.