The Intake Bottleneck is Costing You
Every day, paralegals waste hours sending follow-up emails for tax returns, bank statements, and medical records that clients forget to send.
of clients don't respond to the first document request email
spent 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 to download, no passwords to remember.
AI Verifies Instantly
Our AI checks every upload in real-time. Blurry photo? Wrong document? Clients get instant feedback to fix it before you ever see it.
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.
Zero-Login Access
Clients click a link and upload—that's it. No passwords, no app downloads, no tech support calls.
AI Document Verification
GPT-4o Vision checks every upload instantly. Rejects blurry photos, wrong documents, and incomplete files automatically.
Complete Audit Trail
Every upload attempt is logged with timestamps. Know exactly when documents were received for billing and compliance.
SMS-First Design
98% open rate vs 20% for email. Meet your clients where they are—on their phones.
Multi-Tenant Isolation
Row-level security ensures Firm A never sees Firm B's data. Enterprise-grade isolation at every layer.