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Dossilo
FR
Try Dossilo

Your document workflow, in one place

Every document in its place.
Every step a little clearer.

Your team knows what to review. Your clients know what to send. And documents stop getting lost in email threads.

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
Example client experience

For your firm

Your next step,
at a glance.

Find matters to review, missing documents and the progress of each request. Every matter keeps its reference number and assigned team member.

  • Checklists for a whole matter or each individual
  • Reusable templates and one-off requests
  • PDF and image previews before approval
  • Correction requests with clear comments
  • Staff uploads on a client’s behalf
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A shared view for your team

Keep things moving,
together.

Assign a matter to a colleague, check its activity and find received documents. Owner, administrator and member roles control access to firm settings.

For your clients

One link. One checklist.
And they’re on their way.

The portal works on phones, tablets and computers. Clients find your instructions and make progress at their own pace.

No password to remember.

The invitation opens the portal. To return, an email code or passkey is all they need. No software to install.

Everyone gets an invitation.

Each participant has their own access and can provide the documents requested of them. All participants in a matter can see its documents.

Your firm stays familiar.

Your name, monogram, colour and contact details welcome your clients. The portal and emails are available in French and English.

Through to closing the matter

Documents move forward.
The history stays with them.

Request or deliver.

Collect documents, send files to clients, or do both within the same matter. Delivery includes download tracking for each participant.

See what happened.

Consult the matter’s activity and your firm’s log: invitations, uploads, views, downloads and changes. Export the log as a CSV.

File it in your archive.

Download documents in a ZIP before closing the matter. Your firm chooses how long files are retained after closure.

Your next matter can be simpler

Less follow-up.
More time for your clients.

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30 days to try it. No credit card required.