Mastering the Intake Process in LegalBridge

This tutorial explains how the Intake Process in LegalBridge simplifies one of the most time-consuming parts of immigration casework: collecting and managing client documents. The video walks you through both the lawyer view and client view, showing how tasks, uploads, and progress updates stay perfectly synchronized between both sides.

From the lawyer dashboard, you’ll learn how to import and customize checklists — whether using built-in LegalBridge templates or creating your own for recurring case types. You can remove or edit criteria, save custom templates for future use, and assign specific document requests to clients. Once imported, LegalBridge automatically organizes tasks and assigns ownership, so each client clearly sees what’s required.

On the client side, users can upload documents, mark them complete or not applicable, and view real-time feedback. The platform instantly updates the lawyer’s view, showing items as “In Review,” “Completed,” or “Rejected,” with clear reasons and comments. You’ll also see how to add new document requests, mark them as mandatory, and track communication through the Activity tab, which records every reminder and update automatically.

By the end, you’ll understand how LegalBridge transforms a complicated intake process into a streamlined, transparent, and fully traceable workflow — ensuring nothing slips through the cracks.