Built for lawyers whose cases live on client documents.

Immigration, M&A, real estate, estate planning — same workflow, same chaos. Dossia replaces the email back-and-forth with one private upload link per case, multilingual, mobile-first, ready to hand over.

14-day proof of concept · We onboard your team personally · No credit card
Your case filesShowing every matter across your practice
Sent
24
In progress
18
Needs review
7
Your action
Awaiting client
3
7+ days
Completed
42
30-day activity
sentcompleted
Recent mattersthis week
  • Goldstein Holdings — Series B financingGoldstein Holdings, LLC
    enIn progress
  • Da Silva — Family reunificationMateus da Silva
    ptSent
  • Dupont — Vente 18 rue de RivoliCamille Dupont
    frNeeds review
  • Estate of M. Bellucci — ProbateMarco Bellucci (estate)
    enAwaiting client
  • Okafor — Residence permit (D7)Amara Okafor
    enCompleted
Dossia
EN
Welcome,Goldstein Holdings, LLC
64%
Certificate of incorporation
Audited financials 2024
Board resolution
KYC — beneficial owners
Upload from your phone
EU hosting (Frankfurt)GDPR + DPA availableBuilt for FR · PT · EN brokeragesNo app for the borrower

Built for the practices that collect, not the ones that argue.

Dossia is for legal work where the bottleneck is gathering documents from clients and counterparties. If your day is reading discovery, drafting motions or arguing in court, this isn't the right tool.

Immigration

Residence permits (Portugal AIMA D7, D8), golden visa, family reunification, citizenship. Foreign-national clients uploading in their own language.

M&A and corporate

KYC and beneficial-owner documents, board resolutions, audited financials, corporate certificates. Multiple counterparties feeding the same data room.

Real estate and conveyancing

Deeds, titles, surveys, mortgage approvals, proof of funds. Buyer, seller, lender and registry all need the same pack.

Estate planning and probate

Wills, account statements, beneficiary ID, healthcare directives. Documents from banks, employers and family members, gathered in one place.

Email, WhatsApp and a shared drive are slowing every matter down.

Whether you're filing a visa, closing a deal or settling an estate — the client always sends the wrong file, in the wrong format, two weeks late. And the deadline is next Monday.

You lose track of what's missing

Across every active matter, neither you nor your client knows which document is still outstanding. The follow-up is always manual.

Clients send the wrong file, again

No live progress, no rejection feedback, nothing in a language they understand — just a longer email thread that delays the deal or the filing.

The file isn't ready when it has to be

A missing certified translation, an expired KYC, the wrong proof of address — discovered the day of the closing, the consulate appointment or the court hearing.

Case-file workflow

Everything between the client's first email and a complete file. Templates per matter type, a multilingual client portal, one-click validation, and a dashboard that tells you exactly which case needs a chase.

Per-specialty templates
Pre-built checklists for immigration (D7, D8, family reunification, golden visa), M&A (KYC, board resolutions, audited financials), real estate (deeds, surveys, mortgage docs), estate planning (wills, account statements, ID). Build once, tailor per matter.
Client portal — no app, no signup
Each client gets a private upload link. They open it on their phone and upload from the camera roll — no account, no install.
Multilingual by default
Your client sees their checklist in their language while you work in yours — essential when half your matters are cross-border.
Secure uploads, every format
PDF, JPEG, PNG, HEIC, HEIF, WebP up to 20 MB. Mime-type validated server-side, stored in a private EU bucket.
Verify in one click
Approve, reject with a reason, or request a new version — every action logged. Statuses update automatically as the file fills up.
GDPR-grade EU hosting
Data hosted in the EU (Frankfurt). Row-level security on every table, append-only audit log, retention dates on every matter. DPA on request.

From first email to a complete file, in three steps.

Same three steps whether you're filing a visa, closing a deal or settling an estate.

1. Compose

Pick a client, drop in the per-specialty templates that match the matter, choose their language. The checklist is ready in under a minute.

2. Collect

Your client opens a private link and uploads straight from their phone, watching their own progress fill up. No signup, no app.

3. Verify & hand over

Approve documents in one click, request fixes inline, then hand the counterparty, the authority or the court a complete, organized file — ready for the closing, the hearing or the appointment.

Frequently asked questions

What lawyers ask us before they start.

Which legal practices is Dossia for?

Any practice that collects documents from clients and third parties to assemble a complete file: immigration, M&A and corporate, real estate and conveyancing, estate planning and probate. If your matters live on documents, Dossia replaces the email back-and-forth. It's not built for litigation discovery, IP filings or criminal defense — those workflows are different.

Where is the data hosted?

Inside the EU — Supabase / AWS Frankfurt. Files never leave the EU. We can sign a DPA on request, and every table is protected by row-level security.

Do clients need to create an account?

No. Each client gets a private link, opens it on their phone, and uploads — no signup, no app, no password, and in their own language.

Is Dossia a full case-management tool?

No, and on purpose. Dossia does one job well — collecting, validating and packaging the documents. It sits alongside your case-management, time-tracking and billing tools rather than replacing them.

What does it cost?

The 14-day POC is free. After that, plans scale per seat on your team — no per-client or per-document fees. We discuss pricing during the POC kickoff.

AccessRequest access

Ready to stop chasing clients for documents?

Start your 14-day proof of concept. We'll onboard your team, set up your first templates, and you'll run a real matter end-to-end before the week is out.

14-day proof of concept · We onboard your team personally · No credit card