Any other lawyers find it hard to get client documents?

We’ve talked to a lot of family lawyers, and what kept coming up was how draining it is to constantly chase clients for basic documents that enable them to do their job.

So, we built a portal clients log into that electronically finds and pulls different types of information (tax returns, pay statements, bank statements, etc.) in hopes to reduce work for clients and for you.

We’re still early and finishing up required compliances to ensure client data security, but until that’s complete, we do have a preorder link here: www.octadox.org. If you sign up, we’ll schedule a call to build custom integrations if necessary and personally onboard your first few clients. If this sounds interesting, please reach out or sign up. We’d love to talk.