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Stop Chasing Clients for Documents

Octadox automates client data collection for family lawyers. Your clients get step-by-step guidance to gather their documents, while you get organized files delivered directly to you.

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No credit card required. Full support included.

HIPAA Compliance in Progress
GLBA & FERPA Certification Underway
Client Document Portal
Marriage Certificate Uploaded
Tax Returns (3 years) Uploaded
Bank Statements In Progress
Property Deeds Pending

How Octadox Works for You

We guide your clients through document collection while you focus on what matters - moving the case forward.

Step-by-Step Client Guidance

Your clients receive clear instructions on exactly what documents they need and where to get them. No more confused phone calls.

Organized Document Delivery

All client documents arrive organized by category and ready for your case file. Marriage docs, financials, property records - all sorted.

Automated Follow-Ups

Gentle, professional reminders keep clients on track. You'll never have to send another "did you get that document?" email.

White-Glove Onboarding

We'll hop on a call with your firm to set everything up. Need custom automations? We'll build them with you.

Security-First Design

Built from the ground up with attorney-client privilege in mind. Your clients' data is encrypted and protected.

Save Hours Every Week

Reclaim the time you spend on document chasing. Focus on case strategy, client consultations, and court prep.

Documents We Help Collect

We guide your clients through gathering every document commonly needed in family law cases.

Personal & Marriage

  • Marriage Certificate
  • Birth Certificates
  • Photo ID / Driver's License
  • Social Security Information

Sources: County clerk's office, state vital records

Financial Documents

  • Tax Returns (3 years)
  • Pay Stubs / W-2s / 1099s
  • Bank Statements
  • Investment & Retirement Accounts

Sources: IRS, employers, banks, brokerages

Property & Assets

  • Property Deeds
  • Mortgage Statements
  • Vehicle Titles
  • Business Documents

Sources: County recorder, DMV, accountants

Debts & Liabilities

  • Credit Card Statements
  • Loan Documents
  • Student Loan Records
  • Other Debt Obligations

Sources: Lenders, studentaid.gov

Insurance & Benefits

  • Health Insurance Policies
  • Life Insurance Policies
  • Auto Insurance
  • Homeowners Insurance

Sources: Insurance agents, policy providers

Children & Custody

  • School Records
  • Daycare Information

Sources: Schools, daycares, medical providers

Legal Documents

  • Prior Court Orders
  • Restraining Orders
  • Separation Agreements
  • Prenuptial Agreements

Sources: Clerk of court, prior attorneys

Custom Documents

Need to collect specific documents for your firm? We'll work with you to add custom document types and workflows tailored to your practice.

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Start Your Free Trial

Try Octadox risk-free. No credit card required. Full support included.

Free Trial

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Free Trial

Full access to all features.

Complete document collection automation
Step-by-step client guidance portal
Automated reminder system
Organized document delivery
Direct phone & email support
Personalized onboarding call
Custom automations built for your firm
Sign Up for Free Trial

No credit card required. We'll reach out to get you started.

What to Expect

After you sign up, we'll reach out to schedule an onboarding call to understand your firm's specific needs. Tell us your biggest document collection frustrations, and we'll help you get started with Octadox right away.

Security & Compliance

We take data security seriously. We're actively pursuing the following compliance certifications to ensure your clients' sensitive information is protected:

HIPAA

Health Insurance Portability and Accountability Act

GLBA

Gramm-Leach-Bliley Act for financial data

FERPA

Family Educational Rights and Privacy Act

PII Protection

Personally Identifiable Information safeguards

Estimated completion: ~4-6 weeks

Frequently Asked Questions

Everything you need to know about Octadox

How does the free trial work?

Sign up for a free trial and get full access to Octadox. We'll schedule an onboarding call to understand your firm's specific needs and help you get started right away. No credit card required.

What happens after I sign up?

We'll reach out to schedule an onboarding call to understand your firm's specific needs and start building any custom automations you require. You'll get full access to all features during your trial.

How long is the free trial?

Your free trial gives you full access to all features. We'll work with you to ensure Octadox fits your workflow. Contact us to learn more about trial duration and pricing after your trial.

What if I have specific document needs?

We'll work directly with your firm to add custom document types and workflows. If there's a specific frustration in your document collection process, tell us and we'll build an automation for it during your free trial.

Is my clients' data secure?

Absolutely. We're building Octadox with security as a foundation, pursuing HIPAA, GLBA, FERPA, and PII compliance certifications. All data is encrypted in transit and at rest, and we follow attorney-client privilege best practices.

What kind of support do I get?

Direct access to our team via phone and email. We respond quickly and are happy to hop on calls whenever needed. As a startup, we're personally invested in making sure every customer succeeds.

Ready to Stop Chasing Documents?

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Questions? We'd love to chat. We'll reach out after you sign up.