From client call to case closed

See how Briev transforms every step of your traffic ticket workflow, removing manual work and reducing errors.

Client calls

Client receives traffic ticket and contacts your practice for help.

Before

Manual phone intake, paper forms, scheduling callback

With Briev

Send secure intake link via SMS or email instantly.

Intake Link Generator

Ticket photo upload

Client needs to provide ticket details and personal information.

Before

Reading ticket details over phone, manual data entry

With Briev

Client uploads ticket photo through secure portal. OCR extracts all details automatically.

OCR Processing Interface

Retainer collection

Collect retainer and set up trust accounting for the case.

Before

Manual trust ledger entry, task list creation, file setup

With Briev

Automated trust ledger creation with client sub-account and initial task generation.

Trust Ledger Setup

Court forms preparation

Generate Notice of Intention and other required court documents.

Before

Manual form completion, formatting errors, version control issues

With Briev

Court-exact forms generated in minutes with pixel-perfect formatting.

Form Generation Wizard

Disclosure request

Request and track disclosure evidence from prosecution.

Before

Manual disclosure requests, tracking spreadsheets, missing evidence

With Briev

Automated disclosure requests with intelligent gap detection and searchable evidence.

Disclosure Management

Deadline management

Track court dates, filing deadlines, and important milestones.

Before

Manual calendar entries, missed deadlines, client confusion

With Briev

All deadlines automatically calculated and added to calendar with client notifications.

Calendar Integration

Client updates

Keep clients informed about case progress and next steps.

Before

Frequent status calls, manual updates, client frustration

With Briev

Client portal with real-time updates reduces status calls by 80%.

Client Portal Dashboard

Case outcome

Record case results and handle final client communication.

Before

Manual outcome entry, client calls, scattered records

With Briev

Outcome tracking with automated client notification and case archival.

Outcome Recording

Archive & audit

Close case file and prepare for potential audit requirements.

Before

Manual reconciliation, audit preparation stress, compliance risk

With Briev

One-click trust reconciliation and audit-ready export package.

Trust Reconciliation

The results speak for themselves

80%

Fewer client status calls

15min

Saved per court form

100%

Deadline tracking accuracy

See this workflow in action