Features

Everything a matter needs, in four stages.

Crove is not a form tool with extras. It's one connected loop — collect, prepare, lodge — with AI running through all of it.

next matterCollectPrepareLodge

Collect

The portal opens the matter.

Every matter starts with a guided portal and an intake that knows the rules. Clients upload documents, answer questions, and get nudged until the file is complete.

  • Guided client portal with your brand
  • Dynamic intake per matter type
  • Automatic reminders until every document is in
portal.crove.app/northbridge/priya
The branded client portal a client sees: their case manager, what's needed, and a guided form

Forms

The old intake-form magic still lives here.

Client answers become reusable matter data. One profile fills every template in the set, across this matter and the next.

  • One client profile across the document set
  • Multi-step forms and conditional questions
  • Clients never need a Crove account
app.crove.app/matters/partner-visa-820
A student-visa matter: stage tracker, document progress, intake, and client roles

Prepare

Entered once. Used everywhere.

Cover letters, SOPs, sponsor letters, declarations, and bespoke AI drafts all use the same matter facts. No re-typing, no transcription errors.

  • Document generation from matter data
  • Templates on your letterhead
  • AI drafting with full matter context
app.crove.app/matters/partner-visa-820/generate

Generate from matter

Partner visa document set

Submission letter

Filled from Priya Nair's matter data

Sponsor letter

Filled from Priya Nair's matter data

Statutory declaration

Filled from Priya Nair's matter data

Document index

Filled from Priya Nair's matter data

Generate 4 documents for review

Editor

Templates that look like your paperwork.

Build each document the way you already send it — letterhead, headers and footers, tables, signature blocks, variables, and page breaks.

  • Ten field types for every kind of detail
  • Tables, styles, headers, footers, and backgrounds
  • Reusable across every matter type you run
app.crove.app/templates

Generate from matter

Partner visa document set

Submission letter

Filled from Priya Nair's matter data

Sponsor letter

Filled from Priya Nair's matter data

Statutory declaration

Filled from Priya Nair's matter data

Document index

Filled from Priya Nair's matter data

Generate 4 documents for review

Logic

Intakes and templates react to the matter.

Rules decide what appears: documents, questions, clauses, and table rows. A married client gets marriage evidence; a sponsored client gets sponsor requirements.

  • Conditional requirements and questions
  • Versioned intake logic
  • Formulas and validations for clean answers

Passport bio page

Visa application form

Marriage certificate (certified copy)

Sponsor's employment letter

Sponsor's bank statements (3 months)

Lodge

One file, in the right order.

Track translations, stamping, and certifications against each document. Then assemble the whole matter into one PDF in the order the authority expects.

  • External work tracked per document
  • Ordered assembly into one lodgement-ready file
  • Readable closed matters after lodgement
app.crove.app/matters/partner-visa-820/assemble

Lodgement order

Final bundle

1Index
2Forms
3Identity documents
4Relationship evidence
5Sponsor financials
6Signed declarations

E-signatures

Signed, with an audit trail.

Collect signatures along the way and keep the audit trail with the matter. The final file stays clean, ordered, and reviewable.

  • Multiple signer roles
  • Timestamped audit trail
  • PDF output ready for the file
app.crove.app/matters/partner-visa-820/sign

Signature audit trail

Draft approved

Client signed

Consultant countersigned

PDF sealed

Control with AI

Run the loop from Crove — or from chat.

Ask Crove AI to draft inside a matter, or connect Claude, ChatGPT or Cursor over MCP and drive the workspace by asking.

  • Matter-aware drafting
  • MCP tools for matters, intakes, portals, and generation
  • Your rules, your workspace, your review
app.crove.app/integrations
Crove integrations: connect Claude, ChatGPT, Cursor, and automation platforms

Stop chasing. Start lodging.

Give your next matter a portal, an intake, and a finished file. Free plan — no credit card required.