The follow-up is already planned.
Missing documents stay visible. Email reminders handle the follow-up, according to your firm’s settings.
The portal for professional services
Less chasing.
More peace of mind.
Your clients’ documents, all in the right place. Clear checklists, automatic reminders and a team that knows where every matter stands.
30 days free · No credit card required
Illustrative preview · Fictional data
Checklists tailored to your matters A portal in French and English Encrypted documents
From the first request to the last document
Keep matters moving.
Without chasing emails.
One continuous collection process, for your team and your clients alike.
A clear checklist. A single link.
Choose a template, add your clients and send the request. Everyone finds the documents they need to provide in a portal branded for your firm.
N
Your firmMarie’s matter
DOCUMENTS TO PROVIDE
It starts with a checklist.
Photo IDReceived
Offer to purchase
Drop your documents hereFrom your computer or phone
Thoughtful details. A real difference.
Made for your team.
Easy for your clients.
As close as their phone.
A photo to take, a file to upload. Your clients can move forward without installing an app.
Document received. Thank you!
In their language.
In your colours.
A portal and emails in French or English, with your firm’s name, monogram and colour.
Your practice, your way of working
For every matter,
the right checklist.
Templates to get you started. The freedom to adapt them to every matter.
01
Notaries
Purchases, sales, refinancing, wills and mandates: prepare each matter with the right checklist.
Explore02
Accountants
Individuals, self-employed clients and corporations: organized document collection for every accounting engagement.
Explore03
Mortgage brokers
Purchases, renewals, refinancing and self-employed income: clear checklists for your borrowers.
Explore04
Law firms
Separation, civil litigation and new matters: structure document collection from the first conversation.
Explore05
Other firms
Does your practice have its own requirements? Build your catalogue and templates around the way you work.
ExplorePricing that fits your firm
Everything you need.
One simple price.
Include your colleagues, invite your clients and use the whole workflow, from requesting documents to delivering them.
See the full offerTHE PRACTICE PLANPer firm
29CAD
/ month
- Up to 5 team members
- Unlimited clients · No cap on matters
- 25 GB of storage · All features included
Or CA$290 / year, billed annually. Taxes extra.
Request my trialBefore you get started
A few things
you might be wondering.
Do my clients need to create a password?
No. They access the portal through their invitation, then can sign back in using a code sent by email. Passkeys are also supported.
Does Dossilo replace my practice management software?
Dossilo handles document collection, review and delivery. Export the files to organize them in your usual tools. No practice management integration is needed to get started.
Can I change the document checklists?
Yes. Edit your catalogue, create templates and add requests for a specific matter. Documents can be shared across a matter or requested separately from each person.
How does the trial work?
Request your trial and we’ll help prepare your workspace. Your 30 free days begin when it’s ready. No credit card is required, and no subscription is billed without your agreement.
Your next matter can be simpler
Less follow-up.
More time for your clients.
Request my trial
30 days to try it. No credit card required.