Your clients upload once. You close faster.
Every engagement starts the same way: a document list and a long wait. Whether you're a financial planner, mortgage broker, insurance broker, lawyer, or notary, we give your clients a structured, guided way to provide exactly what you need so files are complete before you start the work.
Q4 Financial Statements
Rivera Holdings · 3m ago
Articles of Incorporation
Northfield Inc · 18m ago
Shareholder Agreement
Apex Ventures · 1h ago
The same problem, every profession.
You know exactly what documents you need. Your clients know they need to send them. And yet, every new file starts with a list, a follow-up, a clarification, another follow-up, and a week of waiting before you can actually start the work. Document gaps slow files, eat billable time, and create liability. We fix the document collection step that slows every professional services practice, regardless of what you do.
How it works.
1. You define the request
Build a document checklist for each engagement type: financial onboarding, mortgage application, insurance file, legal matter. We turn your list into a clean, guided upload experience tailored to exactly what that client needs to provide.
2. Your client uploads directly
Clients get a clear portal showing exactly what's needed, in plain language. They upload each item, see it accepted, and confirm when they're done, all before the first real meeting. No email threads, no confusion.
3. You get a complete, organized file
AI agents classify and organize every document the moment it arrives. You see what's received, what's missing, and get notified when the file is complete and ready to work from day one.
Built for your profession.
The same platform, configured for the specific documents, workflows, and compliance requirements of your practice.
Financial Planners
Stop chasing tax returns, pay stubs, and investment statements across email threads. Give every client a structured onboarding checklist and get complete files before your first real meeting.
Mortgage Brokers
The biggest killer of mortgage deals is missing documents. We give borrowers a clear upload path and gives you a submission-ready file before you go to underwriting.
Insurance Brokers
From application to bound policy without the back-and-forth. Clients provide everything you need in one step, so applications move and fewer come back from underwriting incomplete.
Lawyers & Notaries
Files that open complete. Clients provide exactly what's needed before the matter begins: signed agreements, ID, title documents, and supporting evidence, all organized and classified from day one.
What every professional gets.
Files that open ready to work
Structured client intake means you have what you need before the engagement begins. Your team spends time on the work, not on chasing documents to start it.
Real-time completeness tracking
See exactly what's been received and what's outstanding for every client, at a glance, across your whole book of business.
A compliance trail built in
Agents log every document with a timestamp, source, and version automatically. The record that proves what you received, when, and from whom, without any extra work on your part.
Any document format
PDFs, spreadsheets, photos, scanned documents: AI handles every format automatically. Nothing gets rejected because of how it was uploaded.
One authoritative record per document
Every document has a single, permanent record: what was received, from whom, and when. No duplicate copies across email threads. No question about which version is the one that matters.
A client experience that builds trust
A clean, professional upload portal signals that your practice is organized and meticulous. It sets the tone before the first real meeting.
Ready to stop chasing documents?
We give professional services practices a structured client document process that gets files complete, moves deals forward, and eliminates the chase, for every profession.