Legal Onboarding Solutions

Document management

for the Legal Industry

Automate client intake, KYC/AML compliance, and case file management with secure, customizable workflows tailored for law firms and legal professionals.
Superdocu Legal Dashboard
ID Card
50%
Complete
7
Documents
Intake form
75%
Complete
7
Inputs
Lawyer Contract
20%
Complete
2
Documents
Financial Disclaimers
100%
Complete
8
Documents
Recent files uploaded
Contract
Approved
ID Card
To review
Intake form
Rejected
Industry Challenges

The paperwork burden in legal practice

Legal teams face intense pressure to manage sensitive documents securely, stay compliant, and streamline onboarding.
1

Client Onboarding

Gathering identity verification, engagement letters, and sensitive client information requires secure, repeatable processes.
2

KYC/AML Compliance

Ensuring accurate, up-to-date due diligence and regulatory compliance demands careful coordination and auditability.
3

Case File Organization

Managing evolving documentation across multiple clients and matters is time-consuming and error-prone without structured systems.
Our solution

Tailored onboarding and document workflows.

Superdocu delivers a customizable solution that you can tailor to your unique needs, helping you maintain compliance while reducing administrative overhead. Think of it as a form builder with advanced document management!

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Customizable intake forms (workflows)

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Validation dashboard for your workflows

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Industry-specific templates for quick set-up

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Automated follow-ups in case of missing files

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Secure, encrypted document storage included

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Proactive expiration alerts and renewal workflows

Key benefits

Why legal teams choose Superdocu

Superdocu delivers tangible benefits that improve operations, reduce costs, and enhance compliance.

Faster Client Intake

Automate collection of IDs, signed documents, and questionnaires for a seamless client onboarding experience.

Centralized Document Hub

Keep all case-related documents organized and easily accessible in one secure platform.

Built-in Compliance Checks

Set up KYC/AML workflows with alerts, validations, and expiration tracking to reduce risk.

Improved Collaboration

Share, review, and approve documents with clients and colleagues securely and in real-time.

Ready to streamline your legal document workflows?

Join leading law firms that have automated their onboarding, improved compliance, and reduced paperwork with Superdocu.
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7-Day free trial, cancel anytime.

Reduce collection time by 70%

Automate requests & follow-ups

Ensure your data compliance

Integrate with your tools

Explore other industries

Superdocu adapts to different contexts, making sure that you can collect documents and stay compliant in several industries.

Transportation

Streamline driver documentation, vehicle registrations, and compliance paperwork with automated collection and verification.

Legal

Securely collect and manage client information, case documents, and legal agreements with enhanced compliance.

Immigration Services

Efficiently handle visa applications, personal identification documents, and supporting paperwork for applicants.

Real Estate

Manage property documents, tenant applications, and real estate seller files seamlessly.

HR / Staffing

Organize candidate resumes, certifications, references, and onboarding documentation in one secure location.

Mortgage Brokers

Securely request all the documents and information you need to help your customers apply for a loan.

Construction

Simplify project documentation, permits, contractor certifications, and safety compliance documents.

Portfolio Management

Collect crucial documents from your customers to manage their investments efficiently.

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