Document Request Follow-Up System
A done-for-you law firm automation built for the Litigation Support Specialist, connecting Twilio and Clio so the work below happens on its own.
What this automation does, step by step
When a client is asked for documents, whether it's financial records for a divorce, medical bills for a personal injury claim, or signed affidavits, this automation logs the outstanding request and starts a follow-up sequence: a reminder text at 72 hours, a second reminder with a direct secure upload link at 5 days, and an escalation to the litigation support specialist for a personal call at 8 days if nothing has arrived.
Every uploaded document is automatically matched to the open request and marked complete, so staff spend no time cross-checking what's been received against what's still owed.
Firms typically cut the average time to collect a full document set by several days simply by removing the guesswork of who's still waiting on what.
- Practice management software (e.g., Clio or MyCase)
- Zapier or Make.com
- Twilio (reminder texts)
- Secure client portal (e.g., Clio's client portal or NetDocuments)
- Email (reminder delivery)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Left unautomated, a litigation support specialist spends hours on the parts of this job that don't require judgment: copying data, sending reminders, and tracking status by hand. It rarely feels urgent in the moment, but it adds up fast.
With this automation
- Expiration and renewal alerts on a 90, 60, and 30 day countdown
- Signature and document chasers that escalate on their own
- Deadline tracking for filings, permits, and inspections
- An automatic audit trail of every notice sent
Often built alongside this one
Discovery Request Tracker & Response Deadline System
When a discovery request is received and logged, this automation calculates the response deadline based on the applicable rules (federal, state, or…
E-Signature Follow-Up Automation
Once an engagement letter or other document is sent out for signature, this automation tracks its status in real time and automatically sends a…
Engagement Letter E-Signature Reminder Chain
Once an engagement letter or other document is sent for signature through DocuSign, the automation automatically starts a reminder countdown: any…
Statute of Limitations & Deadline Alert System
As soon as a key date, whether a statute of limitations, a filing deadline, or a response due date, is entered into the case management system for a…
Legal Document Expiration Tracking System
Key documents with hard expiration dates, powers of attorney, business licenses, professional permits, and similar filings, are automatically logged…
New Matter Conflict Check Automation
The instant a new matter is entered into the intake system through a Jotform submission or directly in Clio Grow, the automation automatically…