Stop chasing documents one client at a time.

Collect a client's documents

1. 1

   Raise one request

   Pick the documents from a checklist for the work — the request is linked to the client and the task.

2. 2

   The client uploads through a link

   A secure upload link, no client login. Each file's type and size are checked as it arrives.

3. 3

   Remind in one click

   See what's still missing per request and send a reminder for just those items.

4. 4

   Verify or reject

   Someone in the firm verifies each file — or rejects it with a reason the client can act on. Re-uploads are kept as versions.

Outcome: For every client, you know exactly which documents are still missing — without scrolling through chats.