Client intake with conflict-of-interest screening, engagement letter with fee schedule, case-document checklist, matter status updates, and closing letter with file retention notice for small and mid-sized general-practice law firms
Get started with PocperTo move your matter forward efficiently, please gather the documents below that apply to your case type. Upload clear scans or photographs — the firm will let you know if we need originals. If a document is unavailable, describe why in the notes field so we can discuss alternative evidence.
Government-issued photo identification (driver's license, passport, state ID)
Proof of current address (utility bill, lease, bank statement within 90 days)
Social Security number or tax identification number on file
Upload identity and address documents here:
Marriage certificate
Prenuptial or postnuptial agreement (if any)
Birth certificates of any minor children
Last 3 years of federal and state tax returns (both parties if jointly filed)
Recent pay stubs (last 3 months) and W-2 / 1099 forms
Bank, brokerage, and retirement account statements (last 6 months)
Real estate deeds, mortgage statements, and most recent appraisals
Prior court orders (temporary support, protective orders, custody)
Existing will, trust, power of attorney, or advance healthcare directive
List of assets with approximate values and titling (joint, individual, trust)
List of liabilities (mortgages, loans, credit cards)
Life insurance policies and beneficiary designations
Death certificate (for probate matters)
Passport (biographical page and all visa pages, current and expired)
Most recent I-94 arrival/departure record
Copies of all prior USCIS filings, receipts, and decisions
Birth, marriage, and (if any) divorce certificates for family-based petitions
Criminal history records (arrests, citations, dispositions), if any
Police / incident / accident report
Photographs or videos of the scene, injuries, or property damage
Medical records, bills, and diagnostic imaging reports
Proof of lost wages and employer correspondence
All insurance policies (auto, health, homeowners, umbrella) and correspondence with adjusters
Any demand letters, pleadings, or correspondence with the opposing party
Articles of incorporation / organization and bylaws / operating agreement
Cap table, shareholder / membership list, and any buy-sell agreements
Contracts relevant to the matter (customer, vendor, employment, NDAs)
Financial statements for the last 2 years and current balance sheet
State business license, EIN letter, and any regulatory filings
Purchase and sale agreement or lease
Title report, survey, and deed
Mortgage commitment letter or loan documents
Notices (eviction, lease violation, right-to-cure) served or received
Upload the documents from the sections above that apply to your matter:
List any documents you could NOT locate and explain why (lost, held by third party, never issued):
Additional information, dates, or context you want your attorney to know:
I certify the documents I have uploaded are genuine, unaltered, and complete.
Once we receive your documents, your attorney will review them and follow up with any questions or requests for additional materials.
The Client Document & Information Checklist template is a ready-to-use form from Pocper's Law Firm pack. Customize the fields to match your workflow, then share a link so clients can complete it and upload documents in real time.