Three steps to a cleaner workflow
From request to approved document — without a single email attachment.
Create a request
Add a client, specify which documents you need, set a due date, and hit send. Done in under a minute.
Client submits securely
Your client gets a private link — no account needed. They upload files directly to their secure portal.
Review & approve
See every submission in one place. Request revisions with a note, or approve — clients are notified instantly.
Everything your firm needs
Purpose-built for professional services — not adapted from generic file-sharing tools.
Private client portals
Each client gets their own isolated space. Files never cross between clients.
Structured requests
Describe exactly what you need, with notes and due dates attached to each request.
Automatic notifications
Clients are emailed when a request lands. You're notified when they upload.
Request revisions
Return a submission with feedback in one click. No email thread required.
Organised by client
All requests and documents live in one dashboard, sorted and searchable.
No-login client access
Clients use a secure magic link — no account registration friction.