An easy to use software to collect and manage information

Automate collection of relevant information and documentsfrom your clients with DossierDirect

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Benefits

Automate Repetitive Tasks

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

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

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

How It works?

01

Add client(s) to create requests for documents and information you need

Add client(s) to create requests for documents and information you need
02

Create or choose questions and documents from pre-saved templates and send it to client

Create or choose questions and documents from pre-saved templates and send it to client
03

Manage client`s answers and documents

Manage client`s answers and documents

DossierDirect supports you in:

Accessing

Accessing and building custom Question Trees and intake forms

Communicating

Communicating efficiently with clients

Managing

Managing your files

Top 3 Features

Reusable Templates

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.

template feature

Conditional Question Trees

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.

conditional elements feature

Automated Reminders

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.

automated reminder feature

Pricing plans

No credit card required

Free

$0

forever

  • Unlimited documents and information requests from clients
  • Unlimited viewing of platform so that documents and information uploaded is never lost
  • Manage up to 3 client files
Choose plan

Professional

$50

month

  • Unlimited documents and information requests from clients
  • Unlimited viewing of platform so that documents and information uploaded is never lost
  • Manage up to 20 client files
  • Unlimited additional clients for $3/client in the month
Start 30 Days Free Trial

Premium

$100

month

  • Unlimited documents and information requests from clients
  • Unlimited viewing of platform so that documents and information uploaded is never lost
  • Unlimited client files

Use platform without limits

Start 30 Days Free Trial

Free unlimited use for clients

Upload documents and provide needed information to your professionals

Use as client Invite client

Try DossierDirect for Free

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