Collecting documents from clients has always meant a back-and-forth: you ask for a DD214, a lay statement, or updated medical records, then wait on an email attachment, a phone call, or a physical copy dropped off at the office. We just made that a lot easier.
With this update, you can now send your client a secure upload link directly from their case file. No portal account, no password, no app to download. They click the link, upload their files, and you see them appear in the case automatically.
How It Works
- Click “Request Documents” on any case’s Documents tab.
- Your client receives an email with a secure upload link and a short list of commonly needed documents (DD214, Lay Statements, current Medications list, VA Blue Button Report, and other pertinent medical records).
- They open the link on their phone or computer (no account or login needed) and drag and drop their files.
- Uploaded files show up in your case’s Documents tab automatically, tagged with a Client Upload badge so your team knows exactly where they came from.
Built with Security in Mind
Because this link doesn’t require a login, we designed it to be safe by default:
- Each link automatically expires after 4 hours.
- Links are single-purpose and tied to one case — they can’t be reused to access anything else.
- If your client selects more than one file, they’re automatically bundled into a single zip for a cleaner upload.
Available Right From Intake, Too
If you use our public intake form to bring on new clients, they’ll now see an “Upload Documents” option immediately after submitting. So you can start collecting paperwork before the case even lands on your desk.
No setup required. This feature is live now on every case. Just click Request Documents and see how much time it saves your team.