Gather Client Documents in Your Law Practice
The Easier Way.
Save 1 hour hassle each day by using 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 and email attachments.
2
Check off items as they trickle in
..see all your progress in one place and know where you are with each case.
3
Easily gather client documents
..automatically work transparently, stay on track and follow up with clients using smart checklists
Still gathering your client documents the Old School way?
You're probably still..
Losing track which documents you have
Staying on top of what you have and what you don't have gets difficult as client documents trickle in over time
Chasing clients for documents
Constantly having to nag clients for outstanding documents gets tiresome
Searching back through files
Having to spend time digging back through files to clear up confusion looks unprofessional and accumulates into time you could spend being productive
Constantly communicating back and forth
Communicating back and forth between different clients and colleagues involved in a case can quickly eat into precious time
Having 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
Holding up cases
Realising you're still missing documents after you've assembled the case can be a pain and unnecessarily prolong things
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 costly confusion.
Work transparently and keep clients on the same page in real time without them even needing a computer
Professional look with a human touch.
CheckWiz automatically tailors every interaction with your clients in a highly personalised way giving that professional concierge type service both you and your clients will love
No added work.
Replaces what you're already doing now.. but more efficiently
No heavy migration.
Just copy your checklists and you're ready to go
No training necessary.
Simple and easy to use right out of the box- just plug in and go!
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
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
14 year 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 on hand.. right from inside your dashboard
Access anywhere
Safe. Fast. Reliable.
Grows with
your practice
Easily scale up or down
whatever your size
Why more practices are turning to CheckWiz
Simple 2 min set up. Unlimited users.
Want to try CheckWiz in your practice?
Start today free.
FAQ's
What is CheckWiz?
CheckWiz is a simple checklist system which helps your practice with the process of acquiring necessary documents for your client cases, saving you time and hassle.
Does CheckWiz replace my case management software?
No. CheckWiz simply takes care of your client document acquisition and automatically works in the background alongside any software you're currently using in your practice. Just check off any items you receive from clients and we'll handle the rest.
Doesn't this add another layer of work?
No. CheckWiz is a more powerful checklist system which replaces and upgrades your current document acquisition process but with new smarter checklists - Your business wont look back.
Do I use my own current lists?
Yes. CheckWiz works with the current checklist templates you're already using which takes just a few minutes to copy over. Now it's easy to keep all your checklists in one place and in sync with anybody involved in a case.
Can my clients access the software?
No. Surprisingly we found giving clients access to software actually fragments your workflow, increases workload and can hinder productivity since less than half of clients ever end up using it. Instead just check off any items you receive and we proactively do the rest of the legwork.
Do my clients send their documents via the software?
No. CheckWiz doesn’t actually store or host any client documents. Whether your client delivers a document in person or online you simply check it off from CheckWiz. From there we'll automatically manage your data and handle those frustrating tasks that drain your business.
Is my data safe?
Yes of course. CheckWiz takes data security very seriously. Your data is hosted privately on Amazon© servers in the USA. We also include SSL encryption as standard as an extra layer of security.