FCC
Florida Civil Counsel, P.A.
Discovery Workflow
Open Staff Dashboard
FCC Discovery Assistant

Move discovery from intake to client completion.

Staff can upload a packet, review extracted requests, send the client a guided portal, and track exactly what is still missing.

Start Live Intake Open Staff Dashboard Manage Clio Connection
Staff Starts Here Create the case, upload discovery, and review extraction before the client sees it.
Client Gets One Link The client sees categories, remaining items, and the verification requirement.
Primary Paths

Choose the job you are trying to do.

Guided Discovery

One secure place to answer discovery

Clients can answer questions, upload documents, and return later without losing progress.

Built For Staff

Know exactly what is missing

Track interrogatories, production requests, admissions, verification, and reminders by matter.

Clio Connected

Keep the matter record clean

Use Clio for matter context and final documents while this app manages the workflow.

Workflow

The path should be simple enough to follow without instructions.

01

Upload and review

Staff uploads discovery PDFs, reviews extracted requests, and launches the workflow.

02

Client completes

The client works through each category with autosave and clear progress.

03

Prepare for review

The app gates interrogatories on notarized verification and prepares attorney-ready packets.

Recommended Next Build Step

Make this safe for real client testing.

The next production pass should add staff login, secure client magic links, verification file preview, and real reminder sending.

Today’s shortcut Use Staff Intake to create a workflow, then share the generated client dashboard link.