✅ Control the document quality of legal case files with automatic validations
Coordinate and automate case files, getting the right information on time.
In a law firm, legal advisory, or in-house legal team, file quality isn’t just tidiness—it’s essential to deliver great service, ensure compliance, and reduce legal risk.
However, day to day:
❌ Some files are opened without a signed engagement/contract,
❌ Required documents aren’t requested by case type,
❌ Time is wasted chasing clients by email or phone,
❌ No control over which files are complete vs. incomplete,
❌ Documents are saved in messy folders with no traceability.
🎯 Main risks of an unstructured document process:
- Non-compliance due to missing powers, contracts, or authorizations
- Court or client issues caused by incomplete documentation
- Legal team time wasted on manual file reviews
- Poor image before clients or external auditors
- Delays starting legal services
🧩 How does Trackline solve it?
Trackline structures the entire onboarding and document review process for legal files—proactively, neatly, and with full traceability:
- Create a mandatory documentation template
For example: business clients → Tax ID (CIF/NIF), powers of attorney, signed contract, GDPR clause; individuals → ID, engagement letter, conflict/interest declaration. - Request documents from clients with a single link
Clients upload directly—no account required. - Trackline auto-validates submissions
Configure rules by expiry, format, and document type. - See in real time which file is complete, incomplete, or blocked
Ideal for quality managers or triggering internal steps (e.g., lawyer assignment). - Archive everything with legal traceability and version control
Each document is linked to the case with a timestamp.
💡 Result: complete legal files from minute one
- 80% reduction in document collection time
- Better compliance and legal control
- Full traceability and version control
- More professional client experience
- Smoother, low-friction internal workflow
Tired of chasing documents by email to complete files?
We can structure everything in minutes. 📩 Write to [email protected]