◆ L7S HERO
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◆ Secure Document Intake ◆

Secure Document Intake

Everything we need to begin your engagement — gathered once, in one secure place.

This page saves your entries automatically on this device only — nothing is transmitted until you choose to send. When you're ready, tap Submit Intake and it compiles your status into one message to East. Your actual files are then transferred through the private, encrypted link East provides you. — East 💎
◆ Encrypted handling ◆ Used only for your engagement ◆ Never sold or shared
01

Your Information

So we can match your documents to your file and reach you.
Full legal name required
Email address required
Phone number required
Business or entity name if applicable
Leave blank if this is a personal file.
02

Required Documents

Check each one off once you have it ready to send through your secure link. You can mark it Ready, Pending, or N/A.
Government-issued photo ID required
Driver's license, state ID, or passport — clear photo of the front (and back, if your ID has one).
SSN or EIN documentation required
Social Security card or your EIN letter (CP-575/147C) for a business. Sent only through your encrypted link — never type the number here.
Bank statements required
Most recent statements (typically the last 2–3 months). Whole-document PDFs preferred.
Proof of income / awards letter required
Pay stubs, an award/benefits letter (SSA, VA, pension), or comparable proof of income.
Notes for East
Anything we should know — a document you can't locate, a question, or special instructions.
03

Triage — Service Track

Tell us what this engagement is for so it routes to the right desk and queue.
What is this intake for? required
Pick the track that best fits. If you're unsure, choose "Not sure — please advise" and we'll classify it for you.
How time-sensitive is this?
Helps us queue your file appropriately.
What outcome are you after?
◆ How your files are transferred

This page does not store or upload your documents — and it intentionally never asks you to type sensitive numbers like a full SSN or account number. It collects your intake status and saves it on this device only. When you tap Submit Intake, your status is compiled into a single message to East at east@xlrd.org. East then sends you a private, encrypted upload link where your actual files are transferred securely. Your documents are handled with encryption and used only for your engagement — never sold or shared.

◆ Submit Intake
Your entries save automatically on this device. We never see them until you submit.