{"type":"video","version":"1.0","html":"","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/94e64cc3190d4a138b7672fcfd5307a5-370bca4feff00272-full.jpg","duration":1399.553,"title":"Automated Client Discovery Workflow Demo","description":"Most discovery workflows live in three places at once: an email thread, a folder of PDFs, and a client who can't quite figure out what you need from them. This walkthrough shows the family law discovery response system I built to replace all three.\nIn about 22 minutes, you'll see the full cycle:\n\nAdd clients (CSV or one at a time), open a matter, and set deadlines.\nDrop in a Request for Admissions, set of Interrogatories, or a Notice to Produce / Request for Production. The system parses each item, names it, and builds out the response template for you. A 200-item RPD takes 2 to 3 minutes; up to 50 interrogatories takes 60 to 90 seconds.\nUse a customizable objections library that does double duty: it goes in the response and it tells the client whether they need to answer (and when they don't, locks the field so they can't).\nSend a single client link that holds admissions, interrogatories, RPD responses, document uploads, and a personalized financial affidavit. The client can't submit until required sections are done.\nReview and edit on the admin side, then export finished responses to Word in one click.\nTrack everything from one dashboard: activity log, client Q&A queue, document tracker, and an overall discovery log the client can see (so the \"where are we?\" emails stop).\n\nThe system is built to run on your existing setup, not replace it. If you already use Clio, MyCase, Practice Panther, Twilio, or any combination of those, the workflow you have keeps working. The portal link drops in wherever you already send client reminders."}