After the consult, someone has to collect the police report, the photos, the insurance card and a signed retainer. BookedBack follows up by text until each one is in.
What is documents and signing?
Documents and signing covers the paperwork between a booked consult and a signed client.
It does two jobs. Document follow-up asks the client for what the file needs: the police report, photos, the insurance card and medical records. Retainer follow-up sends your retainer for e-signature and reminds the client until it is signed.
Both run by text, in your firm’s name. Your team sees what is in and what is still missing.
How does it work?
You choose what the file needs. Riley collects it.
Which plan includes it?
Document follow-up and retainer follow-up are part of the Growth and Scale plans.
See what each plan costs on the pricing page.
Why does paperwork follow-up matter?
A case is not signed until the retainer is.
People who were in an accident last week are busy with doctors, a car and work. A retainer sent once by email sits unread. A paralegal who has to call five times for a police report is not working on the case.
A short text is easy to answer, because that is where people already are. Your team picks up the phone only when a client has a real question.
Documents and signing vs the alternatives
Four ways firms get a file finished. Here is how they compare.
| Approach | Who does the work | What it costs you | Typical outcome |
|---|---|---|---|
| BookedBack | Riley asks by text and reminds until each item is in. | Part of the Growth and Scale plans. | ✓ A complete file and a signed retainer, with nobody chasing. |
| Paralegal follow-up | Your paralegal, by phone and email. | Hours a week that are not spent on cases. | – It gets done when there is time. |
| A client portal on its own | The client, if they remember to log in. | A login most clients use once. | – Half-finished files that wait for a reminder. |
| One email with attachments | The client, on their own. | Nothing up front. | – Unsigned retainers and a slow start. |
See a file get finished by text. Get a demo.