DossierDirect - bridging the gap between professionals and clients

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An easy-to-use legal software

DossierDirect increases productivity and saves time by automating the collection of relevant information and documents from clients, centralizing your databank, and organizing your files.

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DossierDirect supports you in:

Accessing and building custom Question Trees and intake forms

Communicating efficiently with clients

Managing your files

Benefits

Automate Repetitive Tasks

Create or download data bank of relevant questions for any scenario
Trigger follow up questions based on answers provided by clients
Collect documents in a centralized client data bank
Automated preparation of memos to file and lists of documents

Reduce Email Clutter

Direct and secure communication between attorney and client on intuitive platform
Organize information requests
Provide structure to information and documents provided by client
Prompt client to provide only relevant information and documents directly on platform

Modernize your Practice

User-friendly interface with client
Promotes a paperless practice
Provides a snapshot view of your clients’ files at any time
Reduce hours required in files while improving the quality of work through automation
Mobile-friendly

Top 3 Features

Reusable Templates

DossierDirect Question Tree templates are flexible and adaptable. Once you create a template, you can easily reuse it or modify it for use with new or other existing clients. Create different categories and subcategories to organize all your templates and keep improving your experience and your client’s experience.

Conditional Question Trees

Our conditional Question Trees provide a customized experience for your clients and work as an automated assistant for you. By automatically triggering relevant follow-up questions and document requests, you can get exactly the information and documents you need from your clients, and only what you need.

Automated Reminders

When you add a client on DossierDirect, you can set up automated reminders. DossierDirect will follow up with your client to complete the intake form on the date(s) selected or after a specified period.

How It works

DossierDirect is simple and user-friendly
because it is built by practicing professionals for practicing professionals.

Create or download Question Trees

You can set up your data bank and Question Trees according to your industry to keep it organized. There are different types of questions that help your client to respond quickly and clearly as per your requirements.

Add client

Adding a client is easy, intuitive, and fast. You can choose a Question Tree, add custom questions, and request or send documents in 3 simple steps with flexibility at each stage of the process.

Manage client’s file

Managing a client’s file is as easy as adding a client. Your clients will have their portal through which they will answer questions and upload/download documents. You can also send priority requests to clients to get answers and documents quicker.

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for 60 days for Free