Legal services
Collect client documents and deadline updates
Document follow-up usually slows down when matter checklists, shared folders, email attachments, court dates, and client messages do not tell the same story, or when a required document, signature, date, or answer is missing before a matter milestone. Imagine keeps those sources in view, prepares a client reminder, deadline summary, and missing-document checklist, and separates the ready work from the judgment calls. After review, the approved update goes back to the matter record and document workspace, so matters keep moving without repeated manual client chasing.
The manual reality today
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01
Document follow-up can start with status hunting
matter checklists, shared folders, email attachments, court dates, and client messages each hold part of the answer, so the team burns time piecing together what happened before they can respond.
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02
The next document follow-up touch arrives late
When a required document, signature, date, or answer is missing before a matter milestone, the next step can sit until someone checks the right queue, thread, portal, or spreadsheet.
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03
The document follow-up trail gets scattered
Approvals, notes, and updates end up in side channels, making it hard to tell what was sent, what changed, and who signed off.
How Imagine handles it
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01
Watch the document follow-up sources
Imagine watches matter checklists, shared folders, email attachments, court dates, and client messages for new activity, stale items, and changes that affect the work.
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02
Build the document follow-up packet
Messages, records, dates, and prior decisions are grouped so the next step starts with the facts already attached.
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03
Queue document follow-up for review
Imagine drafts a client reminder, deadline summary, and missing-document checklist using your rules, tone, and thresholds, then flags anything that needs judgment.
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04
Record the document follow-up decision
After review, approved actions are recorded in the matter record and document workspace with the context, approver, and timestamp preserved.
Works with the tools you already run
- Clio
- NetDocuments
- iManage
- Google Drive
- Dropbox
- ShareFile
What changes
The document follow-up queue has fewer loose ends
Prep work and status checks run continuously, so the team sees the few items that actually need a decision.
Follow-up around document follow-up stops depending on memory
Each next step follows the same rules and cadence, so customers, clients, candidates, and vendors get a reliable experience.
Questions about document follow-up take less digging
Source context, approver, and destination update stay together, so the workflow is easier to audit or explain.
Frequently asked questions
How does Imagine handle document follow-up?
Imagine watches matter checklists, shared folders, email attachments, court dates, and client messages, spots when a required document, signature, date, or answer is missing before a matter milestone, and prepares a client reminder, deadline summary, and missing-document checklist for review. Approved actions sync back to the matter record and document workspace with the supporting context attached.
Can document follow-up stay in review?
You decide what can move automatically and what needs review. Anything outside your rules is routed to the responsible person before the matter record and document workspace is updated.
Where does Imagine update document follow-up status?
This workflow can connect to systems such as Clio, NetDocuments, iManage, Google Drive, Dropbox, ShareFile. Imagine works on top of those tools instead of replacing the system of record.
What changes in document follow-up?
The team stops rebuilding status by hand. They open a queue that shows what changed, what is ready, and what still needs approval so matters keep moving without repeated manual client chasing.