Ep. 90: End the Document Chase: Improving Data Collection with Steve Recio of Pipefile

In this episode of Power Up Your Practice, Ruby Powers sits down with Steve Recio, Founder and CEO of Pipefile.com, to discuss why the dreaded "document chase" is slowing down your law firm and how to eliminate client friction.

Steve, whose platform is used by hundreds of firms worldwide, argues that operational bottlenecks—especially in document-heavy practices like immigration—always start with client intake. They unpack the difference between a failing case management portal and a true consumer-grade client experience. Together, they explore:

✅ Stop the Ping Pong: Why traditional email requests and client portals create massive case delays.

✅ The Portal Blind Spot: Why most case management portals are built for attorneys, not for the client experience, and what's missing.

✅ Consumer-Grade Law: How to design an intake system that clients actually complete on their first try (think: simple links, no passwords).

✅ The ROI of Frictionless: Concrete proof that eliminating back-and-forth can win back 3–5 hours of paralegal time per case.

If you’re ready to speed up your case filings, reduce administrative chaos, and improve client satisfaction, this conversation provides the tactical steps to make your workflow simple and secure.

📌 Connect with Steve Recio:

🔹 LinkedIn: Steve Recio

🔹 Website: pipefile.com

🎧 This episode is sponsored by Pipefile

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Trusted Resources from Our Toolkit

• Stafi

• Lawmatics

• Filevine

• Candle AI