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Advocate Guide

Workflow Docs streamlines document generation and client communication directly within LegalServer.

Generating Documents​

To launch an interview and generate documents:

  1. Navigate to a case in LegalServer.
  2. Click the Launch Interview button in the sidebar or actions menu. Launch Interview
  3. A modal will appear to guide you through the document assembly process. Interview Modal

For the full step-by-step walkthrough, see the Assemble Documents Workflow guide.

Collecting Signatures and Documents​

Workflow Docs offers two ways to collect files from your clients:

1. Standalone "Request Documents" Workflow​

Use this dedicated workflow when you need to collect multiple files (like leases, ID cards, or pay stubs) as a standalone task. This is the best choice for bulk document collection early in a case. See the Request Client Documents guide.

2. In-line Document Requests (Supplemental)​

You can also request a document in-line as part of an "Assemble Documents" or "Signature Request" flow.

  • How it works: If a template requires a specific file (e.g., a photo of an incident), the client will be prompted to upload that file during the signature or interview process.
  • Result: The uploaded document's name or a link to it will be inserted directly into the generated template, and the file itself will be saved to the LegalServer case record.

3. Multi-Party Signing (Electronic or Print)​

For documents that need signatures from more than one person — clients, witnesses, attorneys, advocates — use the multi-party signing flow. See the Multi-Party Signing guide for the full walkthrough. You can choose Electronic (each requestee gets a personal signing link) or Print (generate clean printable PDFs/DOCX for paper signatures).

  • Signature Requests: Send legally binding e-signature requests to clients with a single click. Tip: If you have a one-off document that isn't a pre-defined template, you can simply upload it during the "Assemble documents" or signature workflow to request a signature quickly.
  • Document Collection: Share secure upload links. Once uploaded, documents appear automatically in the case folder. Documents in LegalServer

AI-Powered Questionnaires​

Use AI to draft follow-up questions for clients to fill gaps in intake. See the Send Client a Questionnaire guide.

  • Translation Built-in: You can send a questionnaire to a client in Spanish (or another preferred language), and Workflow Docs will automatically translate their responses back into English before saving them to the LegalServer case record.

AI-Assisted Letter Drafting​

The "Assemble documents" interview can also generate a draft letter from scratch using AI. You describe the purpose and key points, choose a language, and the system produces a draft you can edit and finalize. This option can be turned off per organization by your administrator.

Troubleshooting: Missing Workflows​

If you do not see the standard options like Assemble documents, Request documents, or Send a questionnaire, they may be hidden by a LegalServer filter.

  • Toggle Filters: In the Workflow Docs modal, you can click Remove Filters to show all available workflows, even those not specifically tagged for the current case type. Remove Filters
  • Permanent Changes: If a specific workflow should always be visible for a certain case type, please ask your LegalServer Administrator to update the workflow filters.