Start every matter with the client’s documents in hand
Send each new client one link for their ID, the key facts and the papers they hold. Reminders go out before the due date, so the first meeting starts with the facts.
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- Details
- Matter
- Documents
- File uploadPhoto IDdrivers-license.jpg
- QuestionWhen was the leak reported?March 3, by letter
- File uploadLandlord’s lettersOutstanding
What a new matter needs from the client
Most matters open with three asks: who the client is, what happened and every paper they hold. Put all three in one request.
Documents
- Photo ID for each client on the matter.
- The contract, lease or agreement at its center.
- Photos of damage, injuries or the site.
Information
- A timeline of what happened, in their words.
- Names of the other parties and any witnesses.
- Key dates, and any deadline already given.
Three matter intake requests to build first
Three requests by practice area cover most matters, and each asks only what that matter needs. Write each one once.
Personal injury
ID, incident details, photos, medical bills and insurer letters.
Family law
Certificates, pay stubs, tax returns and account statements, in steps.
Property and tenancy
The lease, notices served, rent records and key dates.
One personal link per matter, on any device
When the matter opens, Dana Alvarez gets one link to her intake. She works through three steps on her phone: her details, what happened and the documents she holds. For how requests work in general, see document collection software.
Before we meet: 3 short steps
Hi Dana, you can save your progress and come back at any time.
- Photo IDUpload
- Leak first reported?Answer
- Landlord’s lettersUpload
Reminders that complete every intake
Set a due date that fits the matter. Reminders name only what is still outstanding, so the first meeting starts with a complete file.
- Matter opened
Intake request sent
One email with the link, what you need and when.
- Before the due date
A reminder for the rest
It lists the open items and takes the client back to them.
- Due date passes
Shown as overdue
Flagged on your dashboard, so you can call before the meeting.
- Everything in
Ready for review
Documents and answers sit with the request, and reminders stop.
See which matters are ready for a first review
The dashboard lists every intake request by matter, with how much each client has sent and which are overdue. Review the complete ones first.
Open a matter to see the one document still to come.
- Alvarez tenancy disputeProperty intake3 of 4Due in 5 days
- Brooks v. Hartwell FreightPersonal injury intake2 of 7Overdue by 2 days
- Nguyen divorceFamily law intake9 of 9Complete
Matter documents, private from the first upload
ID, contracts and the client’s own account of events stay private to the matter.
A personal link for each request. Clients upload and answer without an account.
Private file storage. Uploads are kept in private storage with controlled access.
Reviewed from your account. Sign in to Lead Source to see and open every file.
Kept with the request. Statements, IDs and photos stay together with the request they answer.
Questions law firms ask
Is Lead Source a client portal for law firms?
No. It collects documents and answers through a request with a personal link. It does not offer file sharing, messaging, case management or conflict checks.
Do clients need to log in to upload documents?
No. Each client gets a personal link by email and uploads with no account or password.
Can I use different intake requests for different practice areas?
Yes. Build a reusable request for each practice area, such as personal injury or family law, and send the one that fits.
Can clients sign engagement letters through it?
No. Lead Source has no e-signature. Collect documents and answers here, and send engagement letters through your signing tool.
Open every matter with the file already started.
Send your first client intake request free.
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