Run every new matter's paperwork, start to finish.

Intake, engagement letters, document collection, routing, and filing. Describe it once and your agent runs it for every new client, with full privilege and audit control.

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Marisol R. now
Open the Delgado matter and collect intake.
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Matter workspace is open and scoped to the case team. Engagement letter and intake forms are in a portal that expires after return.

Delgado Intake
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Delgado v. Harrow Shared
MR
9/2/2026, 4:18 PM
Client Intake 2026
AC
8/16/2026, 1:20 PM
Executed Agreements
TN
8/12/2026, 10:26 AM
Matter Index.xlsx
MR
1.1 MB
8/28/2026, 3:35 PM
Conflict Check.xlsx
AC
240 KB
8/19/2026, 9:30 AM
Engagement Letter.docx
TN
88 KB
8/10/2026, 8:40 AM
Retainer Agreement.pdf
MR
610 KB
8/5/2026, 12:18 PM
Deposition Transcript.pdf
AC
2.4 MB
8/24/2026, 11:05 AM
Client Onboarding Call.mp4
TN
118 MB
8/18/2026, 5:12 PM
Privilege Log.pdf
MR
320 KB
8/21/2026, 2:44 PM
Client delivery

A branded space for every client.

Deliver documents through a clean, branded client space instead of an email attachment. Clients open, review, and download everything in one place, and you see exactly when they do.

  • Your firm's branding, not a generic file link
  • Clients open and download without creating an account
  • See every view and download in the audit trail
Secure collection

Collect from clients and witnesses.

Send a secure upload link. Clients and witnesses drop in documents, photos, and large video files, and your agent sorts them straight into the right matter folder.

  • No account needed to upload
  • Handles large evidence and video files
  • Auto-sorted into the matter folder on arrival
Privilege and control

Built to hold privilege.

Every document that moves through a matter is scoped, logged, and under your control.

Scoped access

Grant each person, client, or agent only the matters and files they need. Nothing leaks across matters.

Expiring, protected links

Password-protect shares and set them to expire. Turn off download when a document is view-only.

Complete audit trail

Every view, download, upload, and agent action is recorded, append-only, for chain of custody.

Encrypted in transit and at rest

Encryption at rest and in transit. Runs on certified infrastructure partners (GCP, Cloudflare).

See our full security posture

Common questions, answered.

Do I have to build this myself?

No. You describe the process to your agent in plain language. There is no flowchart to wire up and no automation to configure.

Will it work with our files?

Yes. Word, PDF, Excel, scans, and media are read, organized, and searched, including handwriting and text inside images.

Is client data safe to send out?

Scoped permissions, expiring and password-protected links, download controls, and a full audit trail. You decide exactly what each recipient can do.

New ยท Metadata

Turn a folder of agreements into a sortable table.

See how it works

Run your next matter on Fastio.

Start a free 14-day trial. Bring Claude, ChatGPT, Gemini, or Cursor, or use Ripley, the agent built in, and describe your first matter workflow.

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The trial lasts 14 days and requires a card. Plans start at $29 a month. A real person can help with setup.