Document gathering software built for your clients—and your team
Minimize client friction and gain complete visibility into your firm's data collection process
Your Firm's Document Chase on Autopilot
Automated Reminders
Recover hours of billable time previously wasted on manual follow-ups. Set your communication schedule once, and let the platform do the nagging for you.
Security & Compliance
Sending financial and legal documents via email is a massive security risk. We built our platform from the ground up to meet the strict compliance requirements of modern accounting, legal, and real estate firms.
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Bank-Level Encryption: All documents and client data are fully encrypted both in transit and at rest, ensuring absolute privacy.
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Unalterable Audit Trails: Instantly generate time-stamped logs of exactly who requested, viewed, uploaded, and approved every single file to satisfy internal and external audits.
Frictionless Document Collection
Give your clients a seamless, professional experience while entirely removing the manual follow-up work from your team's plate.
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Custom Client Portal: Provide a secure, white-labeled environment where clients can easily upload files from their phone or desktop—no confusing zip files required.
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Reusable Request Templates: Standardize your intake. Build your "New Client Onboarding" or "Q1 Tax" checklist once and deploy it in seconds.
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Integrated E-Signatures: Stop switching between different apps. Collect legally binding signatures on disclosures and contracts directly within the same request.
Streamlined Document Reviews
Collecting the document is only half the battle. Our platform gives your management team the tools they need to review and approve files without creating bottlenecks.
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Advanced Approval Flows: Automatically route submitted documents to the correct senior manager or underwriter for final sign-off.
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Internal Commenting & Rejections: If a file is incorrect or blurry, reviewers can reject it and leave internal, private notes for the collection team without confusing the client.
Clarity & Control
Never wonder what stage a client's file is in again. Replace your messy spreadsheets with a real-time command center that tracks every interaction.
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High-Level Dashboard: Get an instant, bird's-eye view of your firm's overall document collection progress at a glance.
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Granular Activity Tracking: Drill down into specific requests to see exactly when a reminder was sent, when a client opened it, and what is still pending.
