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Document Intake / 06

Document intake and client portals.

Every document a case needs, collected from the right people through your own client portal, checked, and ready to file.

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Prepared Docs

A product Rykon has built and runs. We implement it, host it and operate it for you.

Visit prepareddocs.com
prepareddocs.com
The Prepared Docs home page, showing a sample case and its readiness checklist

What it runs / 02

From first contact to a complete file.

  • 01

    Your own client portal

    Each firm has its own address. Clients sign in with a one-time code sent to their email, with no password to forget.

  • 02

    Intake

    People who are not clients yet can reach you from your public page, and you decide what happens next.

  • 03

    Case questions

    Answers about the case decide which documents it needs, and change the list as the facts change.

  • 04

    Requests and uploads

    Ask clients, and anyone else on the case, for exactly what is missing. Each sees only their own requests.

  • 05

    Checklists by case type

    Ready lists for immigration, legal, insurance, mortgage, benefits, employment, healthcare and more, which firms adapt.

  • 06

    Review

    Accept a document, send it back with a reason, or waive it. Readiness counts only what a person has confirmed.

  • 07

    Packets and forms

    Export a complete packet, with an official form library for the filings that need one.

  • 08

    An assistant with limits

    It works with the permissions of the person using it, and anything that goes outward waits for their click.

Who it serves / 03

Built for document-heavy work.

  • 01

    Law firms

    Evidence and filings, gathered and reviewed against each matter.

  • 02

    Immigration services

    Petitions and applications, with the forms and evidence each one asks for.

  • 03

    Insurance claims

    Photographs, receipts and estimates organised before a claim is filed.

  • 04

    Benefits and public services

    Complete applications and appeals for people and their caseworkers.

Product / 04

Real pages, sample cases.

Pages from prepareddocs.com, shown whole. Prepared Docs organises documents; it is not a law firm and does not give legal advice.

prepareddocs.com/for/immigration
Prepared Docs page for immigration attorneys and accredited representatives
For immigration attorneys and accredited representatives
prepareddocs.com/for/insurance-claims
Prepared Docs page for insurance claims, with a sample exhibit of property damage photographs
For insurance claims

Languages

Clients and staff can use Prepared Docs in English and sixteen other languages, including Spanish, Chinese, Arabic, Tagalog, Vietnamese and Korean.

Rykon delivers / 05

Set up and run for you.

You get a working platform, not a software licence and a manual. We configure it for your practice, move your data in and keep it running.

  • 01

    Implementation

    Configured with your team for your practice, your policies and your brand.

  • 02

    Your data, moved in

    Records imported from the system you use today and checked with you.

  • 03

    Hosting and security

    Hosted, monitored and backed up by us.

  • 04

    Managed operation

    Support for your staff, and changes as your business grows.

Stop chasing documents.

Tell us how your cases arrive and what they need. We will show you Prepared Docs set up for your practice.

Industry platforms
Document Intake and Client Portal Software for Legal, Insurance and Immigration | Rykon Technologies