How do I collect documents from clients securely?

Sqyro's document request system lets you create tracked request lists through the client portal. Clients upload directly via secure links — no email attachments needed. You get notified when documents arrive.

Can I track which documents clients have submitted?

Yes. Every document request shows status (pending, uploaded, reviewed) with deadline reminders. You always know what's missing and can send automated follow-up reminders.

Stop Chasing Clients for Documents — Request via Portal

Request specific documents from clients via portal

sologeneral practiceimmigrationfamily lawpersonal injuryestate planning

Sqyro's document request system lets attorneys create tracked request lists for clients with deadline reminders and upload notifications through the client portal. Sqyro streamlines evidence collection for immigration, estate planning, and litigation — replacing email-based document chasing with organized, trackable requests.

Sqyro lets attorneys request specific documents from clients through the client portal with tracked status and deadline reminders. Create document request lists for any matter — each request shows the client what's needed, allows direct upload, and notifies the attorney when documents arrive. Essential for immigration evidence collection, estate planning asset documentation, and litigation discovery coordination.

How Sqyro compares

Clio requires manual email follow-up for document collection. MyCase has basic file sharing but no tracked request lists. Sqyro includes tracked document requests with deadline reminders, client portal upload, and automatic notifications — integrated with the full practice management suite in plans starting at $199/month.

Stop Chasing Clients for Documents — Request via Portal

How Sqyro compares

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