.docu-page {
–dc-navy: #111827;
–dc-slate: #374151;
–dc-muted: #6b7280;
–dc-light: #f8fafc;
–dc-border: #e5e7eb;
–dc-card: #ffffff;
–dc-accent: #2563eb;
–dc-accent-dark: #1d4ed8;
–dc-soft-blue: #eff6ff;
–dc-green: #059669;
font-family: inherit;
color: var(–dc-navy);
line-height: 1.6;
}
.docu-page * {
box-sizing: border-box;
}
.docu-section {
padding: 72px 20px;
}
.docu-section.alt {
background: var(–dc-light);
}
.docu-container {
max-width: 1180px;
margin: 0 auto;
}
.docu-hero {
padding: 96px 20px 84px;
background:
radial-gradient(circle at top left, rgba(37, 99, 235, 0.12), transparent 36%),
linear-gradient(135deg, #ffffff 0%, #f8fafc 55%, #eff6ff 100%);
border-bottom: 1px solid var(–dc-border);
}
.docu-hero-grid {
display: grid;
grid-template-columns: minmax(0, 1.15fr) minmax(320px, 0.85fr);
gap: 44px;
align-items: center;
}
.docu-eyebrow {
display: inline-flex;
align-items: center;
gap: 8px;
padding: 7px 12px;
border-radius: 999px;
background: var(–dc-soft-blue);
color: var(–dc-accent-dark);
font-size: 14px;
font-weight: 700;
margin-bottom: 18px;
}
.docu-hero h1 {
font-size: clamp(40px, 5vw, 64px);
line-height: 1.05;
letter-spacing: -0.04em;
margin: 0 0 22px;
color: var(–dc-navy);
}
.docu-hero p {
font-size: 20px;
color: var(–dc-slate);
margin: 0 0 30px;
max-width: 760px;
}
.docu-button-row {
display: flex;
flex-wrap: wrap;
gap: 14px;
align-items: center;
margin-top: 28px;
}
.docu-btn {
display: inline-flex;
align-items: center;
justify-content: center;
padding: 14px 22px;
border-radius: 12px;
font-weight: 800;
text-decoration: none !important;
transition: transform 0.18s ease, box-shadow 0.18s ease, background 0.18s ease;
border: 1px solid transparent;
}
.docu-btn:hover {
transform: translateY(-1px);
}
.docu-btn.primary {
background: var(–dc-accent);
color: #ffffff !important;
box-shadow: 0 12px 24px rgba(37, 99, 235, 0.22);
}
.docu-btn.primary:hover {
background: var(–dc-accent-dark);
}
.docu-btn.secondary {
background: #ffffff;
color: var(–dc-navy) !important;
border-color: var(–dc-border);
}
.docu-btn.secondary:hover {
background: #f9fafb;
}
.docu-hero-card {
background: #ffffff;
border: 1px solid var(–dc-border);
border-radius: 24px;
padding: 28px;
box-shadow: 0 24px 70px rgba(15, 23, 42, 0.10);
}
.docu-card-label {
font-size: 13px;
color: var(–dc-muted);
font-weight: 800;
text-transform: uppercase;
letter-spacing: 0.08em;
margin-bottom: 14px;
}
.docu-workflow-list {
display: grid;
gap: 12px;
margin: 0;
padding: 0;
list-style: none;
}
.docu-workflow-list li {
padding: 14px 14px;
background: #f9fafb;
border: 1px solid var(–dc-border);
border-radius: 14px;
color: var(–dc-slate);
font-weight: 650;
}
.docu-trust-row {
display: flex;
flex-wrap: wrap;
gap: 14px;
margin-top: 26px;
color: var(–dc-muted);
font-size: 14px;
font-weight: 700;
}
.docu-trust-row span {
display: inline-flex;
align-items: center;
gap: 6px;
}
.docu-section-header {
max-width: 760px;
margin-bottom: 36px;
}
.docu-section-header.center {
text-align: center;
margin-left: auto;
margin-right: auto;
}
.docu-kicker {
color: var(–dc-accent);
font-weight: 900;
text-transform: uppercase;
letter-spacing: 0.08em;
font-size: 13px;
margin-bottom: 10px;
}
.docu-section h2 {
font-size: clamp(30px, 4vw, 46px);
line-height: 1.12;
letter-spacing: -0.03em;
margin: 0 0 14px;
color: var(–dc-navy);
}
.docu-section-header p,
.docu-lead {
font-size: 18px;
color: var(–dc-slate);
margin: 0;
}
.docu-grid-3 {
display: grid;
grid-template-columns: repeat(3, minmax(0, 1fr));
gap: 20px;
}
.docu-grid-2 {
display: grid;
grid-template-columns: repeat(2, minmax(0, 1fr));
gap: 22px;
}
.docu-card {
background: var(–dc-card);
border: 1px solid var(–dc-border);
border-radius: 20px;
padding: 26px;
box-shadow: 0 12px 34px rgba(15, 23, 42, 0.05);
}
.docu-card h3 {
font-size: 22px;
line-height: 1.2;
margin: 0 0 10px;
color: var(–dc-navy);
}
.docu-card p {
color: var(–dc-slate);
margin: 0;
}
.docu-card ul {
margin: 16px 0 0;
padding-left: 20px;
color: var(–dc-slate);
}
.docu-card li {
margin-bottom: 7px;
}
.docu-icon {
width: 42px;
height: 42px;
border-radius: 14px;
background: var(–dc-soft-blue);
color: var(–dc-accent);
display: flex;
align-items: center;
justify-content: center;
font-weight: 900;
margin-bottom: 16px;
}
.docu-problem-band {
background: var(–dc-navy);
color: #ffffff;
border-radius: 28px;
padding: 38px;
display: grid;
grid-template-columns: minmax(0, 1fr) minmax(320px, 0.9fr);
gap: 26px;
align-items: center;
}
.docu-problem-band h2,
.docu-problem-band p {
color: #ffffff;
}
.docu-problem-band p {
opacity: 0.86;
}
.docu-stat-grid {
display: grid;
gap: 12px;
}
.docu-stat {
background: rgba(255, 255, 255, 0.08);
border: 1px solid rgba(255, 255, 255, 0.14);
border-radius: 16px;
padding: 16px;
color: #ffffff;
}
.docu-stat strong {
display: block;
font-size: 20px;
margin-bottom: 3px;
}
.docu-step {
position: relative;
}
.docu-step-number {
width: 38px;
height: 38px;
border-radius: 999px;
background: var(–dc-accent);
color: #ffffff;
display: flex;
align-items: center;
justify-content: center;
font-weight: 900;
margin-bottom: 14px;
}
.docu-demo-box {
border: 2px dashed #cbd5e1;
background: #ffffff;
border-radius: 24px;
padding: 44px 28px;
text-align: center;
}
.docu-demo-box h3 {
font-size: 26px;
margin: 0 0 10px;
}
.docu-demo-box p {
color: var(–dc-slate);
max-width: 660px;
margin: 0 auto 22px;
}
.docu-video-wrap {
max-width: 860px;
margin: 0 auto;
background: #ffffff;
border: 1px solid var(–dc-border);
border-radius: 24px;
padding: 18px;
box-shadow: 0 18px 46px rgba(15, 23, 42, 0.08);
}
.docu-video-frame {
position: relative;
width: 100%;
aspect-ratio: 16 / 9;
overflow: hidden;
border-radius: 16px;
background: #0f172a;
}
.docu-video-frame iframe {
position: absolute;
inset: 0;
width: 100%;
height: 100%;
border: 0;
}
.docu-security {
display: grid;
grid-template-columns: minmax(0, 0.95fr) minmax(0, 1.05fr);
gap: 28px;
align-items: start;
}
.docu-check-list {
display: grid;
gap: 12px;
margin: 0;
padding: 0;
list-style: none;
}
.docu-check-list li {
display: flex;
gap: 10px;
align-items: flex-start;
color: var(–dc-slate);
background: #ffffff;
border: 1px solid var(–dc-border);
border-radius: 14px;
padding: 14px;
}
.docu-check-list li:before {
content: “✓”;
color: var(–dc-green);
font-weight: 900;
flex: 0 0 auto;
}
.docu-cta {
background: linear-gradient(135deg, var(–dc-navy), #1f2937);
color: #ffffff;
border-radius: 30px;
padding: 48px;
display: grid;
grid-template-columns: minmax(0, 1fr) auto;
gap: 24px;
align-items: center;
}
.docu-cta h2,
.docu-cta p {
color: #ffffff;
}
.docu-cta p {
opacity: 0.86;
}
.docu-link {
color: var(–dc-accent);
font-weight: 800;
text-decoration: none !important;
}
.docu-link:hover {
text-decoration: underline !important;
}
@media (max-width: 900px) {
.docu-hero-grid,
.docu-grid-3,
.docu-grid-2,
.docu-problem-band,
.docu-security,
.docu-cta {
grid-template-columns: 1fr;
}
.docu-section {
padding: 54px 18px;
}
.docu-hero {
padding: 70px 18px 58px;
}
.docu-cta {
padding: 34px;
}
}
@media (max-width: 560px) {
.docu-button-row {
flex-direction: column;
align-items: stretch;
}
.docu-btn {
width: 100%;
}
.docu-problem-band,
.docu-cta {
padding: 28px 22px;
border-radius: 22px;
}
}
AI workflow automation for professional service firms
AI intake, document collection, and follow-up workflows for busy firms.
DocuClient helps law firms, mortgage brokers, and tax firms reduce repetitive admin work by automating client intake, missing document follow-up, status updates, and staff-ready summaries.
✓ Human-in-the-loop
✓ Built around your tools
✓ No professional advice by AI
Example workflow
- New client inquiry comes in
- AI asks approved intake questions
- Client receives the right document checklist
- Missing items are tracked and followed up on
- Your team receives a clean summary for review
The Problem
Your staff is spending too much time chasing information.
Most firms do not have an AI problem. They have a workflow problem. Leads sit in inboxes, documents arrive incomplete, clients need reminders, and staff waste hours manually organizing information before the real work can begin.
Slow response
New inquiries wait too long before being qualified or routed.
Incomplete files
Clients submit partial information and missing documents.
Manual follow-up
Staff repeatedly send the same reminders and status updates.
1
Slow Lead Response
Respond to new inquiries quickly with approved questions, routing, and next steps.
2
Incomplete Intake
Collect the right information upfront so your team starts with a cleaner file.
3
Missing Documents
Send checklists, track missing items, and follow up without constant staff involvement.
4
Repetitive Questions
Use approved responses and escalation rules to handle common client questions.
5
Status Updates
Keep clients informed about what has been received, what is missing, and what happens next.
6
Disorganized Handoffs
Turn forms, emails, and uploads into staff-ready summaries and task handoffs.
Law Firms
Streamline lead intake, matter qualification, consultation prep, engagement packet reminders, and document collection while keeping attorney review in control.
- New matter intake
- Consultation scheduling
- Document checklist follow-up
Mortgage Brokers
Respond faster to borrower inquiries, collect key information, send document checklists, and prepare cleaner files for loan officer review.
- Purchase and refinance intake
- Pre-qualification questions
- Borrower document reminders
Tax Firms
Reduce seasonal back-and-forth by automating tax organizer reminders, missing document follow-up, and preparer-ready file summaries.
- Annual organizer follow-up
- W-2, 1099, K-1 tracking
- Business expense collection
1
Workflow Audit
We review how leads, clients, documents, and follow-ups currently move through your firm.
2
Agent Design
We define what the agent can ask, send, summarize, escalate, and hand off to your team.
3
Build & Test
We build the workflow around your tools and test common scenarios before launch.
4
Launch & Improve
We monitor performance, gather feedback, and improve the workflow over time.
Security & Human Review
AI should support your team, not replace professional judgment.
DocuClient workflows are designed for sensitive, high-trust environments. Agents can collect information, send reminders, summarize files, and route work — but final legal, tax, lending, and professional decisions stay with your team.
- Human-in-the-loop review for sensitive workflows
- Firm-approved messaging and escalation rules
- Limited permissions based on workflow needs
- Reviewable summaries, drafts, and client updates
- Secure document handling options using approved systems
- No legal advice, tax advice, loan approvals, or final decisions by AI
Book a Workflow Audit
Find the one workflow your firm should automate first.
In a 20-minute workflow audit, we review how your firm handles intake, document collection, and follow-up — then identify one practical automation opportunity with the fastest return.
Book a Workflow Audit
