Collect case documents without the back-and-forth.
One link. Every file.
Send clients a branded checklist for intake docs, discovery materials, or closing paperwork. They upload through a simple portal — no email attachments, no lost files.
14-day free trial · No credit card required
BopDocsSound familiar?
“"The client said they sent the signed retainer last week.
I can't find it anywhere."”
of a lawyer's week spent on document collection and admin
per month wasted searching for client documents
average time to collect a complete intake package
Ready-to-use templates
Start collecting in minutes
Pre-built checklists designed for law firms & attorneys. Customize fields, add your branding, and send.
Client Intake Package
- Signed retainer agreement
- Government-issued photo ID
- Proof of address
- Relevant correspondence
- Prior legal documents
- Contact information form
Discovery Document Request
- Financial statements (3 years)
- Employment records
- Medical records
- Insurance policies
- Photographs / evidence
- Witness contact list
- Communication records
- Expert reports
Real Estate Closing
- Purchase agreement
- Title insurance commitment
- Survey / plat map
- Inspection reports
- Loan approval letter
- Proof of homeowner's insurance
- Government-issued ID
How it works
Three steps. That’s it.
Pick a template
Choose an industry template or build a custom checklist for your law firms workflow.
Send a magic link
Enter your client's email. They get a branded portal — no password, no app, no friction.
Track & approve
Watch uploads come in. Approve files, leave comments, or request re-uploads from your dashboard.
Trusted by law firms & attorneys
“Intake used to take two weeks of back-and-forth emails. Now clients complete everything in 48 hours through the portal.”
“Discovery document collection went from our biggest bottleneck to a non-issue. The automated reminders are a game changer.”
Everything you need
Built for how you work
Legal templates
Pre-built checklists for intake, discovery, closings, and more.
Automated follow-ups
Clients get reminded until every document is in. You never chase again.
Review & approve
Approve files, reject with comments, request re-uploads — all in one place.
Case-level tracking
See the status of every client and matter at a glance from your dashboard.
Your firm's brand
Clients see your logo and colors. It looks like your firm built it.
Confidential & secure
AES-256 encryption, SOC 2 infrastructure. Built for sensitive legal documents.
Ready to stop chasing documents?
Join law firms & attorneys who’ve automated document collection and reclaimed their time.