Automate Legal Document Collection & Verification

Law Practice AI helps your law firm streamline document collection, reduce manual follow-ups, and ensure all files are complete and accurate. Collect, verify, and organize legal documents from clients, healthcare providers, employers, and third parties — all in one secure, automated system.
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Smarter, Faster Legal Document Collection

Practice AI Advanced Bot Settings interface displaying a call intake bot setup with questions about case type, work-related injury, and workers’ compensation claim, with user Mark Johnson logged in.
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Security & Compliance
Enterprise-grade security with strict compliance standards
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Faster case progress
Collect and verify documents faster to keep cases moving
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More Cases, Less Effort
Maintain complete, accurate files to reduce errors and compliance risk
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Lower Costs, Higher Profits.
Automate follow-ups and tracking to cut down on paperwork

Effortlessly Collect & Verify All Your
Documents in One Place

Centralize storage, verify accuracy, and keep everything accessible securely. Send, receive, and verify documents from anyone easily. Law Practice AI keeps everything organized so you don’t have to worry.
Completed client communication showing a transcript and a 31-second audio recording about a lemon law inquiry for a 2017 Toyota Camry with Law Practice AI, dated 20 Mar 2025, 8:47 AM.
Collect Documents
Request and gather files from clients, providers, and third parties in one workflow.
Client details card showing name Jane Perkins, email, phone number, received and last contacted dates, status review required, score 84 excellent, Intake Bot named CaseMate, and lead source Meta.
Automated Follow-up
Send consistent follow-ups until all required documents are received.
Settings panel showing overall follow-up configurations including max communication follow-up of 3 days, 2 call failed retries, call failed SMS enabled, lead expiration set to 90 days, follow-up aggressiveness slider set between Comfortable and Steady, selected contact methods Call, SMS, Email, and max outbound contact per lead per day set to 2.
Verify Documents
Confirm every document is accurate, complete, and ready for review.
Chat interface showing a conversation between a user and a robot avatar, with user messages in blue bubbles and robot responses in white bubbles, each with timestamps.
Organized Storage
Store all files securely in one centralized, easy-to-access location.
Dashboard table comparing conversion and activity metrics for LegalEase, CaseMate, and JurisBot for September, showing values like total leads, conversion percentage, calls, emails, and average call duration.
Export & Integration
Download all files as a ZIP folder or export via an integration partner for easy sharing and backups.
Dashboard table comparing conversion and activity metrics for LegalEase, CaseMate, and JurisBot for September, showing values like total leads, conversion percentage, calls, emails, and average call duration.
Custom Reminder Schedule
Automatically schedule reminders based on document urgency and deadlines.
Chat interface showing a conversation between a user and a robot avatar, with user messages in blue bubbles and robot responses in white bubbles, each with timestamps.
Custom Templates
Use customizable templates that match your firm’s voice and branding.

Collect & Verify Any File Type with Law Practice AI – No Manual Conversion Needed

Law Practice AI handles every type of file you receive, from PDFs and Word documents to images, audio, and video. Keep all your case files organized without manual conversion or hassle.
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PDF, Word (DOC/DOCX)
Images: PNG, JPEG, JPG
Audio & Video Files
Miscellaneous Documents

Sync and Backup All Documents Automatically to
Google Drive, OneDrive & Dropbox

Automatically sync all collected and verified documents to your preferred cloud storage. Access your files anytime, anywhere, securely and efficiently.

Collect Documents Instantly via Email, SMS, or Secure Portal

Receive files easily from clients and third parties without chasing them. Make it easy for clients to submit files using the method they prefer:
Email Collection
Clients and third parties can send documents directly via email
SMS Uploads
Request and receive documents quickly through secure SMS links
Client Portal
Upload files safely through a dedicated portal

Manual vs AI Document Collection

Compare manual document chaos with automated AI collection. Save time, reduce errors, and stay organized.

Manual Doc Collection

Endless follow-ups (Email/SMS)
Scattered, hard-to-track files
Varied file types, manual conversion
Time-consuming verification
Delays slow case progress
Limited accessibility

AI-Powered Doc Collector

Collects documents provided by clients or third parties
Verifies accuracy and completeness of submitted files
Supports PDF, Word, Images, Audio/Video, Miscellaneous
Centralized storage for easy tracking
Automated follow-ups & reminders
Real-time collection reports

Frequently Asked Questions

What types of documents can I collect with Law Practice AI?
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How can clients submit their documents?
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Does Law Practice AI create legal documents?
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Can I track document submissions in real-time?
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Which file types are supported?
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Can Documents Sync Automatically to Cloud Storage?
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Can I Automate Follow-Ups and Reminders?
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Stay Organized: Collect & Verify All Legal Documents in Minutes
Stop wasting time chasing missing or incomplete files. With Law Practice AI, you can collect and verify all your documents in one place, stay organized, and focus on what really matters — your cases.
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