File Status
Pending review
Approved
Archived
One secure workflow to sign and close deals—without the chase.
14-day free trial No credit card required 2 minute setup
Built for document-heavy service businesses
Client portal & secure workflows
E-signatures & approval workflows
Trusted by accounting, legal & consulting teams
In 5 steps
Send structured requests with checklists. Clients know exactly what to submit and when.
Clients submit documents through a secure portal. No email attachments. No guessing.
Track progress, review submissions, and approve internally. One place for staff and clients.
Collect legally binding e-signatures. Engagement letters, consent forms, and agreements—signed securely.
Store finalized documents with a full audit trail. Who signed, when, and from where—always available.
Missing forms, wrong file types, unclear requirements. Back-and-forth eats time and frustrates everyone.
Structured requests, central uploads, clear history.
Files buried in inboxes, shared drives, and WhatsApp. No single place to see what's been received or what's missing.
Structured requests, central uploads, clear history.
Repeated follow-ups, phone calls, and reminders. Hours spent tracking down documents instead of doing real work.
Client portal, checklists, automated reminders.
Who approved what? When? Internal sign-off gets lost in email chains. No visible approval trail.
Approval workflows with a clear sign-off trail for compliance.
Engagement letters, consent forms, and agreements scattered across folders. Hard to find. No audit trail.
E-signatures in the same workflow. One place for requests and signed files.
You can't see at a glance which clients are done, what's pending, or who needs follow-up. Status is buried across spreadsheets and inboxes.
Single view of progress. Fewer missing documents, faster turnaround, clearer accountability.
One platform to collect, review, approve, and sign client documents—no more chasing by email.
Secure portal where clients view requests, upload files, and sign documents. No more email attachments.
Send structured requests with clear instructions. Clients know exactly what you need and when it's due.
Track required items. See what's done and what's missing at a glance. Reduce back-and-forth.
Gentle reminders for overdue or pending items. Configurable thresholds and cooldowns.
Internal review and sign-off. Single-step or sequential. Clear approval trail for compliance.
Collect legally binding signatures. Typed or drawn. Timestamps and IP captured. Stored with full audit trail.
Encrypted storage with role-based access. Reliable object storage and backups.
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