Keep every document request moving.
A focused workflow for gathering files, tracking submissions and deciding what needs attention next.
Request checklists
Request specific documents with descriptions and deadlines.
Client directory
Keep contacts and their document requests in one workspace.
Client upload portal
Share a private, no-login checklist link for client submissions.
Review decisions
Approve the latest uploaded file or request corrections.
Email invitations and reminders
Send document requests through configured email and schedule due-date reminders.
Request tracking
See outstanding requests, review queues and completion progress.
Storage visibility
Monitor preview upload allowances and used document space.
Private document downloads
Submitted files are stored outside the public web directory and downloaded through authorized workspace access.
Reusable checklist templates
Build standard document lists or save an existing checklist for future requests.
Team management
Workspace owners can invite staff and read-only viewers using expiring links.
Activity notifications
See new uploads, saved review decisions and failed email attempts in your workspace.
Workspace settings
Manage your profile, password and email verification.
Built for an early preview
Private storage, audit history and upload controls are in place. Malware scanning depends on additional hosting infrastructure, and retention deletion and full security review remain before sensitive real-customer documents can be accepted.
Have a workflow we should improve?
Tell us about your business and the files your team needs to collect.
Apply for a pilot →