Run every new matter's paperwork,
start to finish.
Intake, engagement letters, signatures, routing, and filing. Describe your process once and your agent runs it for every new client, with full privilege and audit control.
The same intake routine, running itself.
Today this is done by hand for every new client, across email, a signing tool, and a shared drive. Here is the same sequence, described once and run by your agent.
- 01
A new matter comes in
Enter the client's name. Your agent opens a matter workspace, scoped to the people who should see it.
Runs on Workspaces - 02
Engagement letter and intake go out
Your agent pulls the right engagement letter and intake forms and sends them to the client to complete.
Runs on Sharing and secure collection - 03
The client signs
Signing happens inside Fastio. The client reviews and signs from a link, with no account to create.
Runs on Native e-signature - 04
Signed copies get filed
On signature, your agent files the executed documents into a correctly named matter folder, the same way every time.
Runs on Workspaces and audit log - 05
Key terms become data
Parties, effective dates, and governing law are pulled into a sortable matter view. No paralegal reads each page.
Runs on Metadata Views - 06
Your team gets the handoff
Your agent notifies the paralegal and flags the partner for review. Every step lands in a permanent audit log.
Runs on Approvals and audit log
No flowchart to build. You describe the matter routine to your agent and it runs the whole thing.
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, signature, and agent action is recorded, append-only, for chain of custody.
Encrypted end to end
AES-256 at rest, TLS 1.3 in transit. Runs on certified infrastructure partners (GCP, Cloudflare).
A branded space for every client.
Deliver documents through a clean, branded client space instead of an email attachment. Clients view, approve, and sign in one place, and you see exactly when they do.
- Your firm's branding, not a generic file link
- Clients approve and sign without creating an account
- See every view and download in the audit trail
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
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.
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.