Solutions
Document collection for law firms
Legal practices need structured client documents - intake forms, financial disclosures, discovery exhibits, and case evidence - without compromising confidentiality or burying paralegals in email attachments.
Infile provides secure, branded checklist links with automated reminders and organized exports. Clients upload without creating accounts; staff review with role-based permissions.
Best suited for intake and collections workflows - not claims about capabilities your firm must independently verify for your jurisdiction.
Common challenges
- Clients send privileged documents over unsecured email
- Paralegals rebuild missing document lists manually
- Intake packages incomplete before the first strategy meeting
- Generic file sharing lacks checklist accountability
How Infile helps small law firms and legal intake teams
Intake checklist templates
Entity docs, financial statements, prior filings, and matter-specific exhibits in one tracked package.
Secure passwordless portal
Clients upload through encrypted links - no account provisioning per matter.
Reminder automation
Follow up until intake is complete without paralegal manual tracking.
Organized matter exports
ZIP packages with consistent naming for case file systems.
Intake and collections - not full case management
Infile does not replace Clio or MyCase for matter management. It solves the document intake layer - getting complete packages from clients on deadline.
- Estate planning intake document lists
- Immigration supporting evidence collection
- Discovery document requests to clients
- Financial disclosure packages in family law
Confidentiality considerations
Encrypted storage, access controls, and audit trails support firm confidentiality policies. Consult your compliance officer for jurisdiction-specific requirements.
Frequently asked questions
Answers to common questions about this topic.