Professional Services · Documents

Third-Party Document Request Coordination

Coordinate the logistics of responding to third-party document requests within deadlines.

Apps this needs

Practice Management System Clio, MyCase, PracticePanther, Karbon or CCH Axcess — matter/client data, engagement & document status. Connect during setup
Inbound Email Let the agent read and answer email enquiries. Connect during setup

How it works

  1. Tracks the response deadline for any third-party document request received on a matter, via the PMS.
  2. Coordinates responsive documents with the client within the required timeframe.
  3. Sends reminders as the deadline approaches, escalating urgency appropriately.
  4. Never determines what is or isn't responsive/privileged — that's the professional's determination.

Data sources

Practice management deadline tracking Document request details

What it targets

  • Responses coordinated within the required deadline Target 95%