One secure link per client
Send a private intake link by text or email. Clients open it on their phone — no account, password, or app download to create first.
Secure document intake for professional firms
Stop chasing client documents.Start reviewing them.
DocuLazo sends your client one secure link in their own language. They verify with a text code and upload from their phone — you review clean PDFs instead of hunting through texts, emails, and photo dumps.
Registrations are reviewed before access is enabled — typically within 1–2 business days.
- ✓ No app for clients to download
- ✓ Client portal in 10 languages
- ✓ Files auto-purge after review
Document Requests
Create a request, copy the client link, review clean PDFs.
ClientChecklistStatusActions
Carlos Mendoza
Expires in 5dAffidavit of Support (I-864)
Needs Review
Ana Ruiz
Tax Preparation / ITIN
Waiting
James Carter
Adjustment of Status (Green Card)
Not opened
Alvarez & Associates — Portal seguro
Español — Spanish
Su lista de documentos
Talones de pago del patrocinador
3 archivos agregados
Transcripciones de impuestos y W-2
Agregar archivo
Prueba de estatus legal del patrocinador
Aprobado
Enviar documentos
Live demo
Try what your clients see
This is the client experience, simulated right here — no signup, no text message, nothing uploaded. Enter any 6 digits, add the sample documents, switch the language, and submit.
- ✓ Try the demo in any of the 10 client languages (use the switch in the phone)
- ✓ Shows the extracted, searchable text staff will see
- ✓ No account or app for the client — ever
Alvarez & Associates — Secure Portal
🔒
Security Verification
We sent a 6-digit code to the phone ending in ••• 4450.
Demo: enter any 6 digits (try 123456).
Interactive demo — nothing is uploaded, stored, or texted.
Features
Built for the way clients actually send documents
Most clients have a phone, not a scanner. DocuLazo meets them there — without turning your inbox into the filing system.
Verified by text code
A 6-digit code confirms the client’s mobile number before uploads open, so sensitive documents are not sitting behind a bare link.
In your client's language, English for your staff
Your team works from standardized English templates, while clients see translated, localized instructions on their phones in any of 10 languages — Spanish, Portuguese, Haitian Creole, French, Chinese, Vietnamese, Russian, Tagalog/Filipino, Korean, or English — without having to translate checklists yourself.
Multiple files per document
Three pay stubs? Six months of statements? Clients can add up to 10 files under one checklist item instead of squeezing everything into one upload.
Searchable PDFs, text included
Photos are converted to PDFs with the words extracted in English and your client's language — staff can search, copy, and file the actual text. Preview, approve, or download everything as one ZIP.
Review assistant on every upload
After a client uploads, a quiet background check flags wrong documents, blurry photos, or IDs that look expired — and adds a short English summary for foreign-language files. Staff see Looks good or Review suggested; your team still approves or requests the retake.
Retakes that reach the client
Request a clearer photo with a preset or custom reason. DocuLazo texts and emails the client a secure link so they fix it without your staff double-messaging them.
Send the package into Clio, Drive, or ShareFile
When the package is ready, click Send to integrations. A Zapier (or Make) webhook delivers a short-lived ZIP link into the systems you already use — DocuLazo stays the conveyor, not another vault.
Files don’t live here forever
Choose a retention window per intake. When it closes, uploaded files are automatically purged — DocuLazo is a secure pass-through, not another archive.
How it works
Three steps, no chasing
Create the request
Pick a checklist template, toggle off what this client doesn’t need, and add any custom documents. Clients agree to texts on DocuLazo’s ready-made opt-in page before the first SMS — no paper waiver to chase.
Client uploads from their phone
They open the secure link, enter the texted code, and work through a simple checklist — in their own language. A review assistant quietly checks each file in the background.
Review, retake, then hand off
Staff see Looks good or Review suggested, approve or request a retake (client gets text and email), then download a ZIP or send the package to Clio, Drive, or ShareFile via Zapier before auto-purge.
What happens after you register?
- 1.Submit your firm’s registration
- 2.We review and approve your firm
- 3.Owner gets login credentials by email
- 4.Set a password, finish setup, start sending requests
Who it’s for
Checklists matched to your practice
Pick your practice type when you register and DocuLazo seeds starter checklists for that work. Edit them once, reuse them on every intake, and add custom documents whenever a matter needs something extra.
Stop decoding texted photos. Start building clear cases.
From I-864 pay stubs to birth certificates, collect complete client packages without password resets — and without translating checklists yourself.
- ✓Frictionless for families: clients upload clear proofs from their phone in their own language — 10 languages including Spanish, Portuguese, Haitian Creole, French, and Chinese — no desktop, scanner, or account required.
- ✓Pre-seeded checklists: launch cases in seconds with starter workflows for Adjustment of Status, Naturalization (N-400), Asylum (I-589), and Affidavit of Support (I-864).
- ✓OCR + review assistant: searchable text from photographed IDs and forms, plus Looks good / Review suggested flags for wrong, blurry, or possibly expired uploads — staff still decide.
- ✓Retake loop that notifies: request a clearer photo and the client gets a secure link by text and email — no manual chase thread.
- ✓Handoff, then purge: send the finished package into Clio or your files via Zapier, then uploads auto-purge when your retention window closes — sensitive documents don't live here.
Starter checklists included: Adjustment of Status (Green Card) · Naturalization (N-400) · Asylum Application (I-589) · Affidavit of Support (I-864) · Work Authorization / DACA
Register your firmEvery practice type gets starter checklists
- Tax Preparation & Accounting
- Immigration Law
- Personal Injury Law
- Real Estate & Closings
- Family & Matrimonial Law
- Criminal & Traffic Defense
- Estate Planning & Probate
- General Legal / Other
Compare
An intake layer, not another filing cabinet
Think armored truck, not vault. DocuLazo collects documents securely and hands them to your firm — your case or accounting system stays the long-term home for files.
Why traditional portals fail the “client test”
Most document portals were built for desktop computers and IT departments. They assume your clients have a scanner and the patience for yet another password. In the real world, clients get locked out, give up, and text you blurry photos instead — leaving your staff to clean up the mess.
| DocuLazo | Traditional portals / DMS | |
|---|---|---|
| The client experience | ||
| Getting access | Instant — the client opens a secure link and enters a 6-digit text code. No account, password, or app. | An emailed invite, a profile to create, and a password to set and remember |
| Phone photos | Converted into PDFs with searchable, extracted text in English and the client's language | Stored exactly as taken — crooked, shadowed, and unsearchable |
| Language | 10 client languages built in — checklist, portal, messages, and document OCR in the client's language | English-first; Spanish is partial, an add-on, or left to your staff to translate |
| Multiple files | Up to 10 files under one checklist item — six pay stubs still live under “Pay Stubs” | Often one file per slot, so extra files land in the wrong place |
| The firm experience | ||
| How long files stay | Auto-purge after your chosen retention window — a pass-through, not a warehouse for client SSNs | Stored indefinitely by default, until someone remembers to delete them |
| Review workflow | Gatekeeper — review assistant flags bad uploads, staff approve or request a retake (client is notified), then ZIP download or Send to integrations | Filing cabinet — uploads land straight in your folders, ready or not |
| Handoff to Clio / Drive / ShareFile | Zapier or Make webhook pushes the finished package into tools you already use | Manual download and re-upload, or a locked-in native connector for one system only |
| Pricing shape | Flat price per firm — add staff without adding seats; SMS usage visible in Settings | Per-user pricing that grows with every new hire |
Already have ShareFile, SmartVault, or MyCase? Keep it. DocuLazo is the step before it — the clean, verified, multilingual front door that feeds it finished packages instead of chaos.
FAQ
Common questions
Do my clients need an account or an app?
No. Clients open a private link, verify with a 6-digit code sent to their phone, and upload. There is nothing to install and no password for them to manage.
How does my firm get an account?
Register your firm and tell us your practice type. We review each registration; when approved, the firm owner receives login credentials by email, sets a new password, and finishes a short setup before the dashboard opens.
Can clients upload more than one file for a document?
Yes. Each checklist item accepts up to 10 files, so several pay stubs or months of statements can live under one request. Staff can preview and download each file, or grab them all in a ZIP.
What languages does the client portal support?
Ten languages: English, Spanish, Portuguese, Haitian Creole, French, Simplified Chinese, Vietnamese, Russian, Tagalog, and Korean. Clients can switch language in the portal; English and Spanish checklists are hand-written, and the rest are translated automatically when you create the intake. Document photos are also read (OCR) in English plus the client's language.
How long are documents stored?
Only for the retention window you choose for that intake (for example 7, 14, or 21 days after completion). Files are then permanently purged. Download the ZIP or send it to your case system via integrations before that date.
Does DocuLazo approve documents for me?
No. A review assistant flags issues like a wrong document type, a blurry photo, or an ID that may be expired, and can suggest a retake reason. Your staff still approve or request the retake — the assistant never auto-rejects on its own.
Can DocuLazo push files into Clio or ShareFile?
Yes — through Zapier or Make. Connect a webhook in Settings, then click Send to integrations on an intake. DocuLazo posts a short-lived ZIP link your Zap can upload into Clio, Google Drive, ShareFile, and similar tools. Native one-click Clio OAuth is not required for handoff.
Is DocuLazo a law firm or tax service?
No. DocuLazo is intake software for professional offices. It does not provide legal, immigration, tax, or accounting advice.
Ready to stop chasing documents?
Register your firm today. We’ll review your registration and email the owner when your workspace is ready.
Register your firm