Intake by email and chat
New matters arrive incomplete; staff chase missing details.
Law firms
Intake, documents, and client updates should not drain the firm. We build discreet, professional systems for law offices that need clarity, audit trails, and Hebrew-first workflows.
Business benefits
01
New matters arrive incomplete; staff chase missing details.
Associates spend time on updates that could be structured.
Critical dates live in individual calendars and sticky notes.
Teams work from the wrong draft under time pressure.
02
Structured intake forms, conflict checks hooks, and assignment queues.
Secure views for milestones, requests, and shared files.
Firm-wide visibility of upcoming filings and internal tasks.
Ask clients for specific documents with reminders and checklists.
Quote
Share the workflow and constraints. You get a recommended approach, what’s in scope, and a budget range.
03
Summarize long client narratives into structured matter briefs.
Suggest labels (urgent, filing, billing) for staff confirmation.
Turn call notes into action items linked to the matter.
Automatic reminders until required client documents arrive.
Escalating notifications as filing dates approach.
Weekly client-safe summaries prepared for lawyer approval.
04
05
We build matter intake forms, client update portals, deadline reminders, document workflow helpers, and internal dashboards — focused on reducing admin without compromising professionalism.
Share the workflow and constraints — we will prepare a written scope with approach, budget range, and timeline. Book a free strategy call or explore the Solution Finder.
06
New files open with structured details instead of incomplete email threads.
Clients see milestones in a portal so associates spend less time on update calls.
Critical dates leave personal calendars and sticky notes and enter a shared board.
Checklists and reminders reduce missing files before deadlines.
Discovery
Align on goals, constraints, and whether SameerDev is the right fit before any build starts.
07
Intake-to-assignment view for partners and office managers.
New intake
Unassigned
Active matters
Docs outstanding
Firm-wide view of filings and internal work coming due.
Upcoming filings
Overdue tasks
Client requests
Approvals pending
08
From first contact to assigned matter with a clean brief.
Requested files arrive with reminders — not endless chasing.
08
Stack choices follow security, integrations, and maintainability — not trends. This list reflects tools used on selected builds shown on this site.
Next.js
TypeScript
PostgreSQL
Secure Auth
Resend
Node.js
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