You probably know the pattern already. A client says they sent the file. Your team can't find it. Someone uploaded the wrong version. A tax form arrives as a photo. An ID comes in by email, but...
Your current process probably looks familiar. A client replies to an old email thread with three attachments, one missing form, and a photo of a document taken on a phone. Someone on your team...
A clean client intake process decides how the next six months of a matter will go. Miss a conflict check and you have a malpractice problem. Forget to ask for the original retainer agreement and...
Monday, 8:12 a.m. A client sends four PDFs in one email, two more from a personal address, and a final file through a reply-all thread your account manager was never copied on. By Friday, your team...
Your client sends “everything” on Friday afternoon. Half the files are photos of paper forms. Two are the wrong version. One attachment won't open. By Monday, your team is already sending...
Your inbox probably looks familiar. A client sends three PDFs in one email, two phone photos in the next, and then replies to an old thread with “here's the updated one” without saying which...
Running a background check is one thing. Collecting the documents that go into it is another problem entirely — and it's usually where hiring stalls. Candidates forget to send their ID. Reference...
A partner is about to send a client's full return by email. The PDF includes names, Social Security numbers, income data, bank details, prior-year carryovers, and signed forms. The client is...
This is the release we've been working toward for a while. Superdocu now has a full API v2, an MCP server that connects directly to Claude and ChatGPT, and an open-source CLI. Here's what that means...
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