Welcome to LegalFiler
LegalFiler provides an easy user experience for uploading and managing client documents.
How it works
1. Create a document checklist for your client (customized or from a pre-saved template). You can choose to include instructions for each document for added clarification.
2. Guided document upload experience. Send a personalized LegalFiler link to your client for them to securely upload necessary documents.
3. Track, view, and progress client’s documents. If you integrate your document software documents automatically sync.
Highlights
Ease of use
LegalFiler's guided user experience ensures that your clients upload each of the documents you asked for.
Integration
LegalFiler connects with your document storage/management software so that each document uploaded to LegalFiler is automatically uploaded to your other software
Peace-of-mind security
LegalFiler takes security measures to protect your clients information and your reputation. Learn more
Collaboration
Share access each new file set so you're all working from a single source of truth for your documents.
Edit PDFs
Given the highly sensitive nature of client documents, your client can make highlights, redactions and delete excess pages etc. right as they upload their documents.