Appointment preparation for law firms.
For managing partners and office managers in document-dependent law firms — typically 2–15 attorneys, 3–20 paralegals or assistants, across 1–3 offices.
The problem
Clients arrive without signed engagement letters or required identity documents
Paralegals manually follow up on missing documents before consultations
Attorneys enter meetings without the materials needed for substantive work
No clear system for tracking whether a meeting is actually prepared
Qualifying practice areas
How Treffa solves this
Define requirements per meeting type
Engagement letters, identity documents, prior correspondence, intake forms — made explicit and enforced automatically.
Automated client reminders
SMS, email, and WhatsApp reminders with upload links. No client portal login required.
Staff escalation before the meeting
Incomplete preparation is flagged 48h before the slot. Paralegals decide — override, reschedule, or dismiss.
Example
An immigration firm requires identity documents, completed intake forms, and prior correspondence for every initial consultation. Treffa defines these per meeting type, reminds clients automatically, and escalates incomplete cases to the paralegal team 48 hours before the meeting.