Everything You Need to Streamline
Document Collection
Powerful features designed to save you time and delight your clients. From custom requests to analytics, we've got you covered.
Streamline your workflow with Templates
Build reusable templates with conditional logic and custom fields. Create once, use forever. Save time with pre-built templates for common document requests.
- Conditional logic
- Custom field types
- Drag & drop builder
Conditional logic
Show or hide fields based on previous answers for dynamic, intelligent forms.
Custom field types
Choose from text, numbers, dates, files, dropdowns, and more to capture any data.
Drag & drop builder
Build professional forms in minutes with our intuitive visual editor.
Template library
Start with pre-built templates or create your own reusable forms.
Version control
Track changes to templates over time and revert to previous versions when needed.
Streamline your workflow with AI Template Builder
Describe what you need and let AI generate a complete template in seconds. Instantly create professional document request forms with smart field suggestions, conditional logic, and best-practice structure — no manual setup required.
- Generate templates from a prompt
- Smart field suggestions
- Auto-configured conditional logic
Generate templates from a prompt
Describe your use case in plain English and get a fully structured template ready to send in seconds.
Smart field suggestions
AI recommends the right field types and labels based on your industry and document type.
Auto-configured conditional logic
Conditional rules are set up automatically so your form adapts to each client's answers.
Industry-specific presets
Choose from accounting, legal, HR, and more — AI tailors the template to your field.
One-click refinements
Ask AI to adjust, expand, or simplify any part of your template with a single prompt.
Streamline your workflow with Document Requests
Create custom forms and collect documents from clients with ease. Streamline your document collection process with automated reminders, conditional logic, and secure file uploads.
- Custom request forms
- Automated reminders
- Bulk requests to multiple clients
Custom request forms
Build tailored forms with custom fields to collect exactly what you need from clients.
Automated reminders
Set up automatic follow-ups to ensure timely document submission without manual work.
Bulk requests to multiple clients
Send requests to dozens of clients at once, saving hours of repetitive work.
Real-time tracking
Monitor submission status and see who's responded at a glance with live updates.
Secure file collection
Collect sensitive documents through encrypted channels with enterprise-grade security.
Streamline your workflow with Client Portal
Secure upload portal where clients can submit documents and information. Branded, mobile-friendly portal with drag-and-drop uploads and real-time progress tracking.
- Branded portal
- Drag & drop uploads
- Mobile friendly
Branded portal
Customize with your logo and colors for a professional client experience.
Drag & drop uploads
Clients can easily drag and drop files or browse to upload documents.
Mobile friendly
Fully responsive design works perfectly on any device or screen size.
Real-time progress
Clients see upload progress instantly and get confirmation when complete.
No login required
Clients access via secure link - no account creation or password needed.
Streamline your workflow with Analytics
Track request status, completion rates, and client engagement metrics. Get insights into your document collection process with real-time analytics and reporting.
- Request status tracking
- Completion rates
- Client engagement metrics
Request status tracking
Monitor all document requests in real-time with visual dashboards.
Completion rates
Track completion rates across clients and templates to identify trends.
Client engagement metrics
See which clients are responsive and which need follow-up attention.
Response time analytics
Measure average response times and identify bottlenecks in your process.
Custom reports
Generate reports filtered by date range, client, template, or status.
Why Professionals Choose Us
Built for teams who value efficiency, security, and client experience
Save Time
Automate repetitive tasks and focus on what matters
Enterprise Security
Bank-level encryption and compliance standards
Happy Clients
Modern, intuitive portal your clients will love
Data Insights
Track metrics and optimize your workflow
Ready to transform your document collection?
Join hundreds of professionals who save hours every week with our platform.