Client
Client Document
Document
Control for
Legal Matters.
A controlled workspace for requesting, reviewing, rejecting, replacing, and approving client documents across legal matters.
Estate Planning: Smith Matter
Active Request List
Required Documents
ID Verification.pdf
2.4 MB
Tax Returns 2023.pdf
4.1 MB
Lease Agreement.pdf
1.2 MB
Financial Statement.pdf
0 KB
Rejection Note
Replacement Requested
“The provided Lease Agreement is missing the final signature page. Please upload the complete executed copy.”
Organized Review Trail
Keep every document, rejection reason, and approval record organized by matter. Eliminate email chasing and buried attachments.
Controlled Document Review
Set clear standards for client submissions and give staff a structured workflow to request, review, and approve files.
Document History by Matter
Keep a clear record of every client interaction. See which files were requested, submitted, reviewed, and approved for each matter.
The Review Workflow.
A clear workflow for requesting, collecting, reviewing, and approving client documents.
Request
Create the matter and define the required documents.
Collect
Receive client uploads through a dedicated document portal.
Review
Approve or reject files with specific staff notes.
Finalize
Move approved documents forward with a clear review history.
Controlled access
for client documents.
Matterkeep keeps records organized by firm and matter. Staff and clients only access the files connected to the right workspace.
Firm-Scoped Records
Every document and review note stays inside the right firm workspace.
Request History
Every file upload and staff decision is logged for a clear and organized review trail.
Matter Document Archive
“A controlled workspace for requesting and reviewing client files with a complete history.”
Simple workspace pricing for small law firms.
Clear pricing for small law firms bringing document requests under control.
Pilot Access
For firms starting with client document requests on active matters.
- Single Firm Workspace
- Controlled Request Lists
- Secure Client Portal
- Organized Review History
Standard Workspace
For firms actively managing document requests across multiple matters.
- Support for More Active Matters
- Priority Setup Support
- Custom Request Templates
- Expanded Review History
Need a larger setup? Ask about Dedicated access.
