How to Gather Client Documents In Your Law Practice The Easier Way
How much time could you save by trying smart checklists?
Keep track and see what items you're missing at a glance
Auto follow up with clients about missing documents
Remove confusion, time & hassle to prepare each case
Jennifer Paulino
Charlotte, North Carolina
Principal Attorney at Paulino Immigration LLC
CheckWiz does exactly what I need it to by simplifying and automating tasks. It is very simple to create lists from templates and personalize for each client with a clean and professional look. The automated follow-up option is a lifesaver.
"The Easiest Way To Gather Client Documents in Your Law Practice"
How it works
Easy as 1, 2, 3!
1
Send your checklist in a click
Forget fiddling with word documents, paper files and email attachments.
2
Check off items as they trickle in
Instantly see all the progress of your cases
and always know right where you are.
3
Gather documents without fuss
Work transparently, stay on track and follow up with clients all seamlessly using smart checklists
Still trying to stay on top of all your client documents manually? It might be time for an upgrade
Do You Still Run Into Some of These Issues in Your Practice?
Losing track of which documents you have
Knowing which items you already have and which items are still missing gets difficult to track as documents trickle in over time
Chasing clients for missing documents
Reminding clients which items you're still waiting on can be a real pain
Searching back through files
Spending time digging back through files to get back on track accumulates into time you could spend being productive and tends to look unprofessional, especially in front of clients
Constant back and forth communication
Different lines of communication between multiple clients or colleagues can quickly eat into precious time and hinder productivity
Have some cases fall between the cracks
Some cases fail to get attention due to specific document requirements being overlooked causing them to get lost in the shuffle
Hold back on some cases before you can submit
Realising you're still missing documents after you've assembled the case can unnecessarily prolong things for you and your client
Take back control with Smart Checklists
Cut heavy admin. Cut heavy costs.
Work smarter and automate repetitive tasks to free up valuable time
Clear up confusion.
Work transparently with clients in real time without them ever needing a computer or client portal.
Stay professional and personal
Engage clients at the right time in the right tone with uniquely personalised messages sent automatically
No added work.
Replaces what you already do — but more efficiently
No heavy migration.
Instantly copy over your current checklists in seconds!
No training needed.
Incredibly easy to use right out of the box — just point and click!
See missing documents at a glance
Save time not having to depend on files, emails or staff
More transparency
Less confusion
Clear up confusion and keep
clients & staff on the same page each step of the way
motivate forgetful (OR lazy) clients
Send automated reminders that kick clients into gear without lifting a finger
Work smarter with smarter checklists
Out with the old... in with the new!
No more juggling paper checklists,
files, emails or calendars
Stay vigilant. Stay proactive
Minimise errors and catch issues before they unnecessarily slip between the cracks
Jump start cases
Hand off cases quickly, save time, confusion and labour costs!
What CheckWiz will do for you
"Works like magic! — a real pleasure to use"
Anthony Guidice
Author of:
'Easy Ideas for a Better Immigration Law Practice'
"You can waste a lot time just trying to find something in a folder. You should be able to find anything in about 30 seconds"
Irene Leonard
Professional law practice business coach
"Checklists are the groundwork for an excellent, well-run practice that is mistake free and less stressful"
American Bar Association
Rule 1.4 Comment 4, of Professional Conduct
“A lawyer’s regular communication with clients will minimize the occasions on which a client will need to request information concerning the representation”
What the experts say
Boost Productivity
Fast. Simple. Efficient.
personal touch
Bespoke to your clients.
Personalised to your brand.
Happier staff
Streamline heavy admin. Boost morale.
fast 24/7 support
Need help? We're right on hand
from inside your dashboard
Access anywhere
Safe. Fast. Reliable.
fits your practice Size perfectly
Whether you're solo or a large team, it just works!
Why more practices are turning to CheckWiz
Could CheckWiz help your practice too?
See it in action for yourself today
Get started in just 2 mins
FAQ's
What is CheckWiz?
CheckWiz is a simple 'smart' checklist system to help you gather necessary client documents in your practice, reducing the usual hassle and usual workload.
Does CheckWiz replace my case management software?
No. CheckWiz is designed to compliment any other software in your current workflow by solely focusing on getting the necessary client documents you need.
It works automatically in the background with almost no effort so it works perfectly alongside any CRM or practice management tool. Simply check off any items you receive and we'll handle the rest.
Doesn't this add another layer of work?
No. CheckWiz simply replaces all the current tasks that you're already spending time doing right now, but with less effort.
Whatever your current set up, a single checklist inside CheckWiz replaces the need to edit a spreadsheet, then check a file, search your email, then mark your calendar, then send another email, then call a client, then update your colleagues etc. Your business wont look back.
Do I use my own current lists?
Yes and it works like magic! Copy and paste your current checklists into CheckWiz in seconds!
Can my clients access the software?
No. Surprisingly we found lawyers who use client portals not only increase their workload but further fragment their work making it even harder to stay on top of things. Why? — it's proven that only a small handful of clients end up using client portals, ever!
Instead we consolidate your entire workflow and keep your clients on track each step of the way without them ever needing to log into anything.
Do my clients send their documents via the software?
No. Again we found this would actually fragment and increase your workload as only a handful of clients ever choose to use client portals.
Instead, we let your client send you their documents however they choose — all you do is check it off and let CheckWiz automatically handle those frustrating tasks.
Is my data safe?
Yes of course. CheckWiz takes data security very seriously. Your data is hosted privately on Amazon© servers in the USA and we also include SSL encryption as standard as an extra layer of security.
As another extra layer of precaution we intentionally designed CheckWiz so that the only data you store in your account is simply the representation of a case, but never the actual sensitive data of the case itself.