3 Signs You've Outgrown Manual Document Requests

Requesting documents shouldn't feel like running a marathon, but for many legal teams, it does. If your workflow still relies on manual tasks, constant follow-ups, and scattered paperwork, it's time to switch gears. Tracument's Full Service Requests simplify every step and give your team valuable time back.

Here are three signs your workflow is holding you back — and how Full-Service gets you ahead:

1. You're Still Manually Chasing Records

Chasing down organizations for documents drains time and energy. Even worse, many software tools stop following up after just a few months — leaving you to chase the people who were supposed to chase the records.

Full-Service takes over the entire process and keeps you updated every step of the way. You stay in control, receive documents faster, and eliminate the stress of missed requests.

2. You Still Collect Signatures Manually

Printing, scanning, or emailing documents for signatures wastes time and slows you down. Auto-Signature sends, signs, and stores authorization forms electronically — no printing, scanning, or chasing involved. One click moves your requests forward. Fewer bottlenecks. Faster results. More time for what matters. Learn more about Auto-Signature.

3. Your Requests Are Scattered and Hard to Manage

If you're tracking document requests across spreadsheets, folders, or separate systems, it's easy to lose sight. See real-time updates, check statuses instantly, and stay informed at every step.

Here is Tracument's How Full-Service Can Help

Full-Service lets you outsource your third-party document requests — medical, employment, government, financial, and more — to our experienced team. Just tell us what you need and provide an authorization. We handle the rest and deliver digital, searchable (OCR) records directly to you.

Key Features

• Request any record in Canada
• Full transparency: preview follow-up timelines and regular updates on what has been done
• Instant confirmations and status updates
• One-click authorization generation
• Discounts based on monthly request volume
• Built-in cost recovery to your accounting system
• Automated Signatures

Why Legal Professionals Choose Full-Service

• Save hours with automation and outsourcing
• Speed up turnaround with expert record clerks
• Get full visibility and real-time control
• Keep everything in one centralized place
• Rely on responsive client support

Modernize Your Workflow with Full-Service

Outdated workflows waste time — and in a law firm, wasted time is lost revenue. Tracument's Full-Service replaces stress, delays, and repetition with speed, clarity, and results. Let Tracument handle your document requests. Save massive amounts of time and deliver better outcomes, faster. Want to learn more? Explore Full Service Requests or book a call and try Tracument FREE for 30 days.