// Solutions · Legal Firms
CompleteLane for Legal Firms
Intake, discovery, signed-doc returns — collected through a single secure link with role-based access.
// The pain points
Intake packets scattered across paralegal inboxes
Discovery doc collection eats paralegal hours
Signed-doc tracking by hand
How CompleteLane fixes it
Per-matter portal with role-based access
Discovery checklist templates
Direct-to-cloud uploads with role-based access controls
12-month activity audit log with on-demand CSV export.
Automatic data deletion within 60 days of subscription end, or 30 days on explicit request.
// Use cases
New-matter intake
Engagement letter + ID + retainer.
Discovery collection
Bates-numbered batches per request.
Closing-binder docs
Final signed bundle in one drop.
“The magic link portals are brilliant. Our clients are not tech-savvy and they have zero issues uploading documents.”