Your client sends the documents you asked for.
Your caseworker sees what arrived and what comes next.
Improvement layer, not replacement
A clearer document handoff for your clients and caseworkers.
Community Legal Demo is a working example of a lightweight document and status layer for community legal teams. It fits around the way you already work. Clients use one link to send requested documents and check their status, while caseworkers can see what has arrived and what needs review. Your team still makes every decision.
What the demo shows
One enquiry, followed all the way through.
The demo follows one client enquiry from intake to document review. Each step below runs in the working app.
- 01
Structured enquiry
Capture the matter type and client details in one consistent enquiry.
- 02
Client document link
Clients use a dedicated link to send requested documents without setting up an account.
- 03
Caseworker review queue
Each upload creates review work. When a caseworker approves a document, the matter, client view, and audit trail update together.
How a pilot would work
Start with one workflow. See what changes before doing more.
Start with one client document workflow and one team. Run it for a few weeks, then look at what changed before deciding whether to continue. Your current tools and casework stay in place.
Dedicated client links with role-based staff access. Activity is recorded in the audit log.