Document collection for law firm clients
Attorneys bill by the hour, so bank statements, trust account records and expense receipts wait until last. DocNag gives each firm one checklist link, uploadable from a phone, and reminds them until the month can be closed.
Start free with this checklist See it in action, no signup
A starting checklist
- Operating account bank and credit card statements
- Client trust (IOLTA) account bank statement
- Trust account client ledger or deposit and disbursement log
- Card processor and online payment deposit reports
- Court filing, expert and case cost receipts
- Payroll reports
- Bar dues, malpractice insurance and software subscription invoices
- Sales tax and payroll tax filings
Trust account records have to reconcile separately from operating funds, so the month cannot close until the trust statement and the client ledger both arrive, not just the operating bank statement. Edit the list to fit each client, or build one without signing up in the checklist builder.
How it works
- Send the client one private link.
- They upload each item from a phone, with no account or password.
- DocNag reminds them about what is missing and tells you when files arrive.
Free for 3 active requests, no card. $19/month for 25, $39/month for 100. About DocNag · Pricing
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