Lawyer — New client file
Client intake and the first documents of the case. Use it as is or adapt it: your team can still edit it.
Template Collect
5 documents. 1 participant.
| Document | Formats | Files | Check on upload | Status |
|---|---|---|---|---|
| Participant: Client | ||||
| ID document front and back | PDF, JPG | 2 | Check: expiry | Required |
| Proof of address less than 3 months old | PDF, JPG | 1 | Check: date | Required |
| Signed fee agreement | 1 | — | Required | |
| Case documents contracts, letters, invoices | multiple | — | Required | |
| Bank details (RIB) | 1 | Check: IBAN | Required | |
Reminders stop once everything is in.
Day 3, gentle reminder“Your file is still missing 2 documents.”
Day 7, detailed reminderThe list of missing documents and the direct link.
Day 14, with deadlineThe deadline, clearly restated.
You, at any timeManual reminder, one by one or in bulk.
Recommended scenario: reminders on day 3, 7 and 14.
This template, set up for you.
Book my demo We adapt it to your documents and rules during onboarding.