The Intake Bottleneck is Costing You
Every day, paralegals waste hours sending follow-up emails for tax returns, bank statements, and paystubs that clients forget to send.
of the workday spent on unbillable admin tasks
wasted per week by paralegals chasing missing documents
average delay in case progress due to missing paperwork
How FirmSpan Works
Three simple steps to automate your document collection
Create a Checklist
Select the documents you need — tax returns, pay stubs, medical records. Use templates or create custom requests.
Send the Magic Link
One click sends an SMS to your client with a secure, personalized upload link. No apps, no passwords.
Download Court-Ready PDFs
Our financial automations let your clients connect their banks and we gather all the necessary documents in minutes.
Built for Law Firms
Security, compliance, and ease-of-use designed for legal professionals
Bank-Level Security
AES-256 encryption at rest, TLS in transit. Private storage buckets with signed URLs. Your client data stays yours — always.
Zero-Login Access
Clients click a link and upload — that's it. No passwords, no app downloads, no tech support calls from confused clients.
AI Document Verification
GPT-4o Vision checks every upload instantly. Rejects blurry photos, wrong documents, and incomplete files automatically.
Finance Automations
Clients connect their bank accounts and payroll providers securely, giving you instant access to official bank statements, paystubs, and tax forms, all within seconds.
Complete Audit Trail
Every upload attempt logged with timestamps. Know exactly when documents were received for billing and compliance.
Case Management Integrations
Connect with Clio, MyCase, and more. Stop manual data entry with automatic file syncing.
SMS-First Design
98% open rate vs 20% for email. Meet your clients where they are — on their phones. Send reminders, confirmations, and feedback with personalized SMS updates.
See it in Action
Watch the full workflow — from creating a matter to downloading court-ready PDFs in minutes, not weeks.