# Document Collection for Active Matters — Professional Services AI agent | Mihu AI

Professional Services · Matters

# Document Collection for Active Matters

Collect client documents needed for an active matter systematically.

Set up this outcome

## Apps this needs

Practice Management System Clio, MyCase, PracticePanther, Karbon or CCH Axcess — matter/client data, engagement & document status. Connect during setup

WhatsApp Business Send confirmations and let customers reply on WhatsApp. Connect during setup

## How it works

Sends the specific document checklist required for the matter stage, pulled from the PMS document module.

Tracks receipt and sends targeted reminders only for outstanding items.

Checks documents for basic completeness before routing to the assigned professional, written to the PMS.

Notifies the professional once the document set is complete for review.

## Data sources

Practice management document checklist by matter type

## What it targets

Requested documents received within the target timeline Target 80%

Matter delays due to outstanding documents Target -35%