Give every client one secure link to upload their documents — no logins, no portals, no insecure attachments.
Everything lands encrypted and organized by matter in your Google Drive, Dropbox, or Slack.
Please send the items from your checklist below. Your files are encrypted and seen only by your legal team.
Trusted across the firm — Solo practitioners · Boutique firms · Multi-office practices · In-house legal
Sensitive records arrive as forwarded attachments, scattered across inboxes, sometimes bouncing for size — and someone has to chase, download, rename, and re-file every one.
Wills, financials, and medical records sent over plain email put privilege — and your malpractice exposure — at risk.
Billable hours lost to "did you get my last email?" and re-requesting the three documents the client forgot.
Attachments land in one inbox with no structure. Building the matter file means manual download-and-sort, every time.
No IT project, no new software for your clients to learn. Connect a destination, share a link — that's the whole workflow.
Spin up a branded upload page for a matter or practice area, set a document checklist, add a password, and pick the Drive folder or Slack channel it should file into.
One link per matter or client
Your client opens the link, sees your firm's name, and drops in their documents from any device. No account to create, no app to install, nothing to forget a password for.
Encrypted upload, zero friction
Every upload routes straight into the matter folder, named and organized, and your team is notified the moment it lands. The matter file builds itself as clients respond.
Instant intake notifications
Pre-build a checklist for the documents each matter type needs — clients see exactly what to send, and you stop re-typing the same request.
Wills · Trusts · Probate
Medical · Liability
Divorce · Custody
Visas · Citizenship
Closings · Title
Diligence · Formation
Every link is encrypted, access-controlled, and yours to lock down. Clients upload directly to your firm — nothing sits in an inbox, and nothing is shared a step further than you allow.
Confidentiality by default. Files are encrypted in transit and at rest, and only your connected destinations ever receive them.
Lock any intake so only the client you shared it with can upload. Set, rotate, or revoke access per link.
256-bit encryption in transit and at rest. Documents never travel as plain email attachments.
Set links to close after a date or a single submission, so an intake can't be reused once the matter moves on.
Every upload is logged with a timestamp and confirmation, so you always know what arrived and when.
Route each matter's intake straight into the tools you use to manage files today — no new system to adopt.
File every upload into a shared-drive folder per matter, organized and ready for the case file the moment it arrives.
Drop client documents into a team folder automatically — no manual downloading, renaming, or re-uploading.
Post each new intake into a practice-group channel so the assigned paralegal sees it the second it lands.
Already use a document or practice-management system? Tell us what to add →
Every plan includes branded, encrypted intake links and all destinations. Upgrade for more matters, more uploads, and a fully white-label client experience.
Prices in USD, billed monthly. Annual plans also available. All paid plans include a 14-day free trial. Cancel anytime — your links keep working through the period.
No. Clients click your branded link and upload directly from their phone or computer — no logins, no portals, no learning curve.
Each upload link can be password-protected, all transfers are encrypted in transit and at rest, and files route directly to the case folder you control. Our systems are designed not to read content.
Yes. Paid plans support 10 to 250 concurrent links so you can keep each matter isolated in its own case folder.
Up to 20 GB per file on the Business plan. Most discovery PDFs, photo evidence, and short video files fit comfortably.
They land in your Google Drive, Dropbox, or Slack — wherever you connected. Your case management system is the source of truth, not ours.
Create your first encrypted, branded intake link in minutes — no card, no IT project, no chasing attachments ever again.
Create a secure intake link →Free forever plan · upgrade whenever you're ready