Have you reviewed my documents yet?
For law firms
From signed client
to ready case.
Actors collect documents, follow up and prepare the handoff. Your team sees what is ready and what needs a decision.
A new client.
A clear next step.
After the client signs, use the agreed document list and assign the work. Missing information stays visible. Questions go to the responsible person.
Everyone knows their part.
ActorLattice helps collect documents, follow up and prepare the handoff within your firm's rules. Your team reviews unclear results, makes decisions and handles steps that need a person.
| Role | Responsibility |
|---|---|
| Lawyer | Review legal questions and approve restricted actions |
| Administrative team | Review information collected by Actors and resolve missing or unclear details |
| Team leader | Review delays flagged by Actors and decide who acts next |
| Billing team | Use approved information needed for billing |
Keep clients informed.
Without another status call.
A clear answer. From the current case record.
Let clients ask whether documents arrived or a review is complete. Actors prepare a plain update from the case record and your team approves what is sent. Legal questions and decisions stay with your team.
ActorLattice - Firm workspace
A clear update for your client.
Client portal · Employment matter3/4
Your process can include
the tools you already use.
You can start without connecting anything. The cards below show planned connections. Availability is confirmed with each firm before your pilot.
WhatsApp Business Platform
Gmail
Microsoft Teams
Google Drive
Slack
Dropbox
OneDrive
Xero
Connections are proposed for early access. Available products and actions are confirmed with each firm.
Built around your firm's rules.
A different case type, team or country may need a different document list and approval process.
Your checklist
Define the information this process needs.
Your review
Choose which questions need a person.
Your handoff
Decide when the next task is ready.
One client. One document question.
Illustrative example: a new employment matter needs four documents. This shows the proposed workflow, not a live client case.
Three files arrive
The intake team sees three received files. The fourth is still missing. Received files are not marked reviewed.
One copy is unclear
The assigned lawyer receives the document and the question. They decide whether to accept it or request another copy.
The case can move on
Once the review is done and the last document arrives, the intake team checks the handoff. The next person gets the case details and the confirmed result.
Bring the process your team knows best.
Start with your document list, the people involved and the handoff that takes too much chasing.
Apply for Early Access