How it works

Collect your first documents in less than 4 minutes

Specify the documents you need to get from your recipients. For each documents you have the ability to set up contraints (file type, size, number of documents,...)
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Specify the date you need the documents to be retrieved. Automate the chase of documents by scheduling personnalized emails. Follow-ups are sent until the task is achieved.
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Each recipients is receiving a personnal request. At any time you know exactly who is on time and who is not.
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Your contact will get a beautiful branded client portal where they will be able to upload their documents. You will be notified when it's completed.
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1. Detail the documents you need to collect

Specify the documents you need to get from your recipients. For each documents you have the ability to set up contraints (file type, size, number of documents,...)

2. Define the due date and schedule follow-ups

Specify the date you need the documents to be retrieved. Automate the chase of documents by scheduling personnalized emails. Follow-ups are sent until the task is achieved.

3. Send requests to your contacts

Each recipients is receiving a personnal request. At any time you know exactly who is on time and who is not.

4. Offer high-end experience with the client portal

Your contact will get a beautiful branded client portal where they will be able to upload their documents. You will be notified when it's completed.

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