For preparers and firms
The bottleneck is not your expertise.It is document collection.
You already know what each filing requires. What costs you is getting it out of your clients, keeping track of which version arrived, and knowing at a glance which case is stuck. Prepared Docs makes that part of the work visible and finishable.
Open cases
Sorted by what is holding them up
| Case | Readiness | Waiting on |
|---|---|---|
Adjustment of status PD-1042 | 71% | Client, 2 items |
Property damage claim PD-1039 | 94% | Ready to package |
Naturalization PD-1036 | 38% | Client, 9 days |
Discovery production PD-1031 | 88% | Your review, 3 items |
Loan file, conditions PD-1024 | 55% | Client, 4 days |
Illustration. Readiness counts documents a person confirmed, not files received.
One readiness view across cases
Confirmed documents, not attachments received
Clients upload against named items
Not files with no context
A review step before anything counts
Your judgement, not a client's optimism
Binders instead of attachments
Sections you define, in one file
The problem
What actually slows a caseload down
Chasing documents is unbillable
The hours go into follow-up messages, not into the work you are actually paid for. It is the part of the job that expands to fill whatever time it is given.
Everything lives in a thread
A document arrives as an attachment in an email, or a photo in a message. Weeks later nobody can say for certain which version was the final one, or whether it ever arrived.
No view across the caseload
Knowing which client is closest to ready, and which has been stalled for a month, means opening files one at a time and reconstructing it from memory.
The answer
What Prepared Docs gives you
Document logistics, which is the part of the work that does not fit in a matter file and does not bill.
One readiness view across every case
Each case carries a score based on confirmed documents, not attachments received. Scan the list and the stalled cases are obvious without opening any of them.
Shared accounts with real scoping
Cases belong to the account, and access follows membership. Bring on a paralegal without handing over everything, and keep client cases separated from each other.
A review step that means something
An uploaded document sits as attached until someone confirms it is correct. The person doing that review is you, which means the score reflects your judgement rather than a client's optimism.
Binders instead of attachments
Assemble a case into an ordered package with sections you define, so what you hand over reads as a considered submission rather than a folder dump.
Blank forms in the same place
Search and open official blank forms without leaving the case you are working on. Editions come from the file itself, not from a list somebody has to remember to update.
Deletion you can stand behind
When a matter closes and a client asks for their file to be removed, deleting the case removes the documents and the stored files with it.
In practice
How it fits your workflow
- 1
Set up the case
Create a case per client matter and pick the filing. The checklist for that filing is seeded, so the collection list is defined before the first conversation.
- 2
Put the client to work
The client uploads against named items rather than sending you files with no context. What is outstanding is visible to whoever is looking.
- 3
Review and confirm
You check each document and confirm it. Wrong file, wrong page, illegible scan: send it back and the item reopens.
- 4
Package and file
Generate the binder, submit through your usual channel, and mark the case submitted so it leaves your active list.
Where we are
Prepared Docs is early
We would rather tell you that than have you find out. The document workflow described on this page works today, and the firm suite is priced and on the pricing page rather than behind a conversation. If you run filings professionally, we want to shape what comes next around real caseloads.
Firm suite from $49 per person, per month.
Try it on one live matter
Set up a case for something you are working on now. If the collection step does not get easier, it is not for you, and you will know quickly.
Set up an accountPrepared Docs is a document organization tool. It does not provide legal advice and does not create a professional relationship of any kind.