Client intake and case files, off email threads for good.
Intake forms, evidence, and signed documents scattered across a dozen email threads make it hard to know what a matter is missing or when something actually arrived. docfury gives every matter one secure checklist and a timestamped record of every submission.
Case files shouldn't live across a dozen inboxes.
These are the recurring friction points firms run into managing intake and evidence by email.
Intake documents scattered across threads
Signed forms and client documents end up spread across different attorneys' inboxes, making it hard to assemble a single view of a matter's file.
Evidence arriving inconsistently
Clients submit evidence and case files in whatever order and format is convenient for them, with no structure tying submissions back to what the matter still needs.
No record of when something was submitted
Without a timestamped log, it is hard to establish exactly when a client actually sent a document, which matters when submission timing is disputed.
Sensitive files sent over insecure channels
IDs, contracts, and other sensitive documents frequently travel as plain email attachments, which is a weak point for client confidentiality.
One checklist per matter, with a record of every submission.
A repeatable process for intake and evidence collection on any matter.
Build a checklist per matter
Set up the intake forms, evidence, and supporting documents needed for a specific matter, tailored to that case rather than a generic template.
Send the client a secure link
The client receives a single private upload link — no portal account or password required — to submit everything the matter needs.
Track completeness with a timestamped trail
Documents arrive encrypted and logged with a timestamp, and attorneys or paralegals see real-time visibility into how complete the matter's file is.
Built for confidentiality and evidence, not general file sharing.
Each feature addresses a specific risk in collecting client documents for legal matters.
Timestamped submission trail
Every upload is logged with a timestamp, giving your firm a defensible record of exactly when a client submitted a given document.
Encrypted intake and evidence storage
Signed forms, IDs, and case files are encrypted in transit and at rest, replacing insecure email attachments for sensitive submissions.
Per-matter checklists
Build a distinct document checklist for each matter — intake forms, evidence, signed agreements — instead of reusing one generic list across every client.
Real-time case-file completeness
Paralegals and attorneys see exactly which intake or evidence items are still outstanding for a matter, without checking inboxes manually.
Document collection FAQ for law firms
Does docfury maintain an audit trail for client submissions?
Yes. Every document upload is timestamped and logged, giving your firm a record of exactly when a client submitted each item on a matter's checklist.
How are sensitive documents like IDs and signed contracts protected?
Documents are encrypted in transit and at rest in access-controlled storage, replacing the practice of sending sensitive files as plain email attachments.
Can I build a different checklist for each matter?
Yes. Checklists are set up per matter, so intake forms, evidence, and supporting documents can be tailored to what a specific case actually requires.
Do clients need to create a portal account to submit evidence or intake forms?
No. Clients use a private, secure upload link with no account or password required, which keeps intake friction-free for clients unfamiliar with legal software.
Can paralegals see case-file completeness without emailing the client?
Yes. The matter dashboard shows exactly which checklist items have been received and which are still outstanding, in real time.
Have more questions? See the full FAQ page, or start free.
Give every matter a secure, trackable intake process.
Build your first matter checklist and send a secure client link in minutes. No credit card required to start on the Free plan.