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legal services

Providing a Streamlined Platform for Legal Professionals and Clients

The Challenge

Streamlining and Simplifying File Sharing

Few professions are as in need of constant clarity and communication as legal. Law firms need to be in constant sync with their clients to ensure mutual success, but many of the methods that these organizations rely on make that difficult. Attorneys rarely have time to monitor where documents are in a legal engagement on top of the other obligations that processes like due diligence and discovery demand.

Being attentive to your clients’ needs and contributing to their legal success is challenging enough without consuming valuable time verifying document statuses and who’s seen what at which part of due diligence.

As our clients have noted, however, Suralink’s capabilities remove this fragmented and prone-to-error approach in favor of a single, streamlined platform.

We set the tone with the client in terms of the documents and information we’ll need. We provide them with a brief overview of Suralink and start working. Clients have had a positive reaction to Suralink, because it allows them to see outstanding items and gain insight into the overall progress.
Steven Roth
Steven Roth Principal & Founder, Roth Law Firm
 

The Solution

Introducing Transparency and Simplicity to Every Legal Engagement

Suralink is an automated document exchange and request list management solution built for legal professionals who need to request and exchange documents at scale.

Now, you can create, manage, track, and share documents with clients and others in your firm easily and efficiently. Suralink ensures your due diligence and other legal processes are always on track so you can spend your time on the interactions that matter.

Dynamic request list management
All your document requests are in one place, updated in real-time, and accessible by everyone involved in the engagement. This is an especially powerful tool for any kind of legal engagement that requires requesting and sharing a multitude of documents.
Integrated e-signature
Allow your firm and clients to securely e-sign documents inside of Suralink, eliminating the need to jump between software programs and ensuring signed documents are stored within the correct engagement.
Secure File Sharing
Exchange files on a one-off basis with Secure File Sharing; share your personalized link via any of your preferred communication platforms to invite your clients to upload documents securely–without having to create a user name and password.
Approval workflow
Quickly and easily manage the lifecycle of each request for documents and evidence, accept requests that have been fulfilled properly, and send incomplete requests back to clients.
Digital paper trail
A timeline of engagements provides a clear trail of accountability and all activity in the system, while instant notifications keep you up to date.
Any file size or type
Whether it’s an obscure compressed file, a written agreement, or a summary of all unwritten agreements and understandings, Suralink can handle it. Any file type, any file size, and maximum-grade secure file sharing to safeguard any and all legal engagements.

Case Study

Elevating Business Attorneys, Transactional Attorneys, and The Ultimate Client Experience

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Secure Document Request and Exchange for Every Part of the Legal Process

No matter the type of legal project or process you’re working on, Suralink can help you streamline and simplify this oftentimes meticulous engagement so that you can spend more time on the interactions that matter. Our software supports many parts of the legal process, including:

Client Onboarding
Reviews and Compilations
Due Diligence Request Lists
Discovery Documents and Evidence Collection
Reviews and Communication