Intake and client portal, connected to the file.
Most legal intake and portal tools are standalone products that drop data into the practice on one side and ask clients to use a different experience on the other. Dovelta does not work that way. Intake and the portal are part of the matter.
Intake that the rest of the file can actually use.
Structured intake per matter type
Intake is shaped by the matter you are actually taking on, not a generic form. The fields a client fills out become the data the matter runs on.
Questionnaires mapped to the file
Questionnaires are part of the matter, not a separate product. Answers drive form completion, evidence requests, and workflow gates.
A portal that belongs to the matter
Clients see a portal tied to their matter, not a generic inbox. Document requests, form progress, and status are all visible, and aligned with what the firm sees internally.
Intake and onboarding without re-keying
Data entered once flows through matter setup, forms, and documents. No one on the firm side re-types what the client already provided.
Appointment booking, client communications, and workflow automation, from the same matter.
A legal client portal only works when it is part of the file. Dovelta keeps client relationship management, appointment booking, client communications, and legal workflow automation inside the matter model, so every touchpoint with the client updates the file and every update to the file is visible to the client.
Legal client portal
A portal tied to the matter, not a standalone app. Document requests, form progress, outstanding items, and signed engagements live where the matter lives.
Appointment booking
Client-facing appointment booking attached to the matter and the right team member. Consults, follow-ups, and IRCC preparation meetings all land on the file.
Client communications
Client communications, messages, document requests, and status updates, captured against the matter. Nothing important lives only in a personal inbox.
Client relationship management
Legal client relationship management that treats the matter, not the contact record, as the unit of work. Every interaction is a matter event.
Legal workflow automation
Legal workflow automation tied to matter state. Document requests, follow-ups, questionnaire reminders, and review gates trigger from the actual file.
Client intake without re-keying
Client intake data captured once, reused across matter setup, forms, and questionnaires. No duplicate data entry between intake and the practice.
See Dovelta run your file.
Book a working demo with the team. We will show you how Dovelta moves a real matter from intake to submission.
- A real immigration matter walked intake → submission
- IRCC form generation with barcode, live
- Evidence library, deadline discipline, review gates
- Your questions answered on the file, not in slides