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.
DossierDirect supports you in:
Accessing and building custom Question Trees and intake forms
Communicating efficiently with clients
Managing your files
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
Top 3 Features
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.
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.
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.