Stop chasing clients for documents.
Post-sign client intake without the phone tag. Your client completes intake, uploads ID and documents, and signs the engagement letter through one link, so you can open the matter without the week-three surprise. No client login required.
Works alongside Clio / MyCase / Filevine.
New client · Onboarding
Law · Day 3
- Agreement signed
- Intake completed
- ID uploaded
- secure document upload access
- Kickoff scheduled
Otto: Waiting on secure document upload. Drafted a reminder, ready to send.
The chase
Where law onboarding actually stalls
- Intake lives in an email thread, so documents and ID go missing.
- You find out about a conflict at week three, after work has started.
- The engagement letter sits unsigned while the matter waits.
Your onboarding
Everything you chase, in one flow
Documents & assets
ID, engagement letter, case docs, evidence
Account access
secure document upload
Ready when
matter open, conflict check done, retainer handled
The parts that win you the launch
Access, assets, playbooks, readiness, and Otto: the modules that attack the chase head-on.
Asset Collection
Gather every file, auto-tagged by type and source.
Access Manager
Request, track, and verify account access as structured state.
Playbook Builder
Encode each service's onboarding once, reuse it forever.
Launch Readiness
An explainable score for what's done and what's blocking go-live.
Otto · AI Coordinator
The AI layer that checks, drafts, summarizes, and flags.
FAQ
Law client onboarding, answered
Law firm client intake is the process after a client engages: completing intake forms, collecting ID and case documents, signing the engagement letter, and capturing the information a conflict check needs to open the matter. AutoStack runs it through one link and Otto follows up on what's missing, so intake doesn't live in an email thread. AutoStack captures and routes conflict-check information; the conflict determination stays with the attorney.
Your AI onboarding coordinator
Otto runs the busywork inside AutoStack (checking, chasing, drafting, and summarizing) so your team does the judgment work.
Assistive & reviewable. Otto recommends, you decide. Never autonomous.
Checks completeness
Reads every intake and upload, flags what's missing or wrong before it reaches your team.
Drafts the follow-ups
Writes the specific, polite nudge for missing items, ready for you to send in one click.
Summarizes the brief
Turns a finished onboarding into a clean kickoff brief so the team walks in knowing the client.
Flags the blockers
Explains exactly why an onboarding is stuck and what needs to happen before launch.
Onboard your next law client in days
Run the 3-minute diagnostic and we'll map AutoStack to exactly how you onboard today.