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Document Workflow with AI

AI-Powered Legal Document Management for High-Volume Law Firms. Automate Client-to-Filing Pipeline.

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Join 100+ companies who’ve reached document workflow with GetDocs

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AI & Document Intelligence

Enterprise-grade AI for automated document processing and validation.

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Client Experience

Friction-free portal with Magic Links and secure document collaboration.

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Core Capabilities

Enterprise-grade Legal Document Management

GetDocs combines multimodal AI, dynamic workflow logic, and deep third-party integrations to automate the "Client-to-Filing" pipeline.

AI & Document Intelligence

Multimodal AI pipeline for high-fidelity data extraction.

Dynamic Client Experience

Friction-free "Magic Links" and conditional onboarding roadmaps for maximum conversion.

Lawyer & Firm Management

Multi-tenant administrative command center with deep customization and review queues.

Integrations & Automations

Central hub for modern legal tech stack with deep Zapier and webhook integrations.

Over 85+ Implemented actions

Automated Validation Engine.

AI-driven quality scores for every upload with customizable thresholds per law firm. Automated detection of Client & Spouse names, sensitive fields, and important dates.

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GetDocs Automated Validation Engine

Real-Time Quality QC

Interactive camera-based quality checking for mobile users with immediate feedback.

Batch Processing

Support for multi-part document uploads and automatic PDF merging.

Smart Entity Extraction

Automated detection of Bank Account Numbers, SSNs, and DOBs.

Integrations & Automations.

GetDocs acts as a central hub for the modern legal tech stack with deep Zapier integrations for Clio, HubSpot, Google Drive, OneDrive, GoHighLevel, and more. Plus, universal webhook support to connect with any custom system.

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Zapier, GDrive, OneDrive, Clio, HubSpot Integrations
Simple, Transparent Plans

Plans Built for High-Volume Law Firms

Every plan includes a 30-day free trial, unlimited clients & users. Pay 100 credits only when a client uploads their first document. Top-up credits never expire.

30-Day Free Trial
Starter
$150
/ month
1,000 Credits / mo

Unlimited clients • Covers ~10 client activations

  • 30-Day Free Trial included
  • Unlimited clients & users (all staff)
  • 1,000 monthly credits (renews monthly)
  • Client activation: 100 credits (after 1st upload)
  • Tri-Merge credit reports: 250 credits
  • Top-ups: $100 for 1,000 credits (never expire)
  • Multimodal AI QC & Magic Links portal
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Most Popular • 30-Day Free Trial
Growth
$300
/ month
2,300 Credits / mo (+15% Bonus)

Unlimited clients • Covers ~23 client activations

  • 30-Day Free Trial included
  • Unlimited clients & users (all staff)
  • 2,300 monthly credits (+15% bonus included)
  • Client activation: 100 credits (after 1st upload)
  • Tri-Merge reports: 250 credits
  • Top-ups: $100 for 1,000 credits (never expire)
  • Team management & matter reassignments
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30-Day Free Trial
Ultra
$900
/ month
7,500 Credits / mo (+25% Bonus)

Unlimited clients • Covers ~75 client activations

  • 30-Day Free Trial included
  • Unlimited clients & users (all staff)
  • 7,500 monthly credits (+25% bonus included)
  • Client activation: 100 credits (after 1st upload)
  • Tri-Merge reports: 250 credits
  • Top-ups: $100 for 1,000 credits (never expire)
  • High-volume batch exports & auto-routing
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FAQ

Any Questions find here.

Find your answers here. if you don’t find it here, please contact us.

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GetDocs uses a multimodal AI pipeline for high-fidelity data extraction and validation. Every uploaded document receives an AI-driven quality score, and law firms can set customizable quality and category thresholds. The system automatically detects client names, sensitive fields like SSNs and bank account numbers, and important filing dates — all with a human-in-the-loop fallback for edge cases.

Magic Links are secure, UUID-based access links that allow your clients to reach their document portal without needing to create an account or remember a password. Simply share the link with your client, and they can immediately upload documents, complete onboarding steps, and communicate with your firm — all through a branded, friction-free experience.

GetDocs integrates with Zapier (5,000+ apps), Clio, HubSpot, Google Drive, OneDrive, Dropbox, and GoHighLevel. We also offer a universal webhook hub for inbound client creation from CRMs and outbound notifications when portal links are ready. Additionally, our communication automation system lets firms create custom notification templates for both lawyers and clients.

Security is built into every layer of GetDocs. We use CSRF protection, secure password hashing, and UUID-based links for all client access. Every action is recorded in a comprehensive audit trail. The platform also includes integrated identity verification, mandatory legal terms agreements with timestamped auditing, and a sensitive export mode with automated PII redaction.

Absolutely. GetDocs supports fully white-labeled client portals with firm-specific colors, logos (automatically optimized and resized), and custom domain support. You can also configure chapter-specific support contacts, giving your clients a premium branded experience from start to finish.

GetDocs offers one-click generation of combined "Master Case" PDFs and ZIP archives. Files are automatically renamed using customizable rules based on Client Name, Date, and Case Type. For cases requiring extra privacy, a sensitive export mode automatically redacts Personally Identifiable Information (PII) from the generated documents.

GetDocs currently supports Chapter 7 and Chapter 13 bankruptcy workflows, client onboarding, credit review, and identity verification — with over 85 implemented actions. Our conditional onboarding roadmaps use decision-tree logic to adapt document requirements based on each client's answers, creating a dynamic "Road to Success" progress visualization. Expanded support for Real Estate and Family Law is on the roadmap.

Ready to Automate Your Document Workflow?

Experience GetDocs in action. Start your risk-free trial today, or book a personalized 30-minute demo to see how GetDocs transforms your firm's pipeline.

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