Client Document Chaser.
An app idea for estate planning attorneys.
A reminder tool that nags estate planning clients for the IDs, deeds, and beneficiary forms they never send back.
What the search found
- Who pays
- Estate planning attorney
- The problem
- Paralegals chase clients for documents against deadlines. One paralegal described a client frustrated about a deadline the next day, asking for documents the client claimed the bank already sent. Attorneys also argue about whether to send drafts to clients at all, which shows how messy the back and forth already is.
- The gap
- Clio, MyCase, SmartVault, and other legal document systems store and organize documents once they arrive. They are document management, not chasing. The gap is automated, polite, repeated follow up on a specific missing item until it arrives, with a status the paralegal can see.
- Already out there
- Clio clio.com
Document management inside full case management. Stores documents, does not chase the client for a missing ID.
- MyCase mycase.com
Document organization and storage tied to case and billing. No per-item client chase workflow.
- SmartVault smartvault.com
Secure document storage and client portal. The client still has to remember to upload; no nagging loop.
- Clio clio.com
- People asking for it
- Tactic to collect documents reddit.com
Paralegal describes a client frustrated about a next day deadline and documents the client says the bank sent.
- Do you send drafts to clients reddit.com
Estate planners debate sending drafts ahead of signing, showing the client back and forth is a live pain.
- Work with client or say good-bye reddit.com
Attorney describes sending drafts as PDF with fill in the blank items and the friction that follows.
- Tactic to collect documents reddit.com
- The big assumption
- That attorneys will adopt another tool for chasing when their case management system already has client messaging and a portal.
- Test it this week
- Ask five estate planning paralegals to list the three documents clients most often fail to send and how many reminders it takes. Offer to run the reminders by hand for one week.
Check your own market first.
This idea was checked for estate planning attorneys in general. Your city, your contacts and your buyers change what is open. Run the free search to see the gaps that fit you, or book a call to talk it through.
More ideas for estate planning attorneys
From the same search. See the full report, including the ideas we dropped because they already exist.
- Gap found
Probate Asset Tracker
A shared checklist where the executor, the attorney, and the financial advisor mark off each account and property as it is located, valued, and transferred.