Your first conversation
Start with a photo ID request, then add the documents and information relevant to your engagement.
All use cases
Other firms
Your profession. Your templates. Your way of working.
Start with a minimal workspace to create document requests that fit your practice, then reuse them from one client to the next.
Request my trialA starting point that fits
Make it your own.
Photo ID
A minimal catalogue, with no predefined matter templates.
The custom starting point includes photo ID and two categories, Identity and Other. There are no predefined matter templates: you build your own.
In your everyday work
A portal that fits your practice.
From the first request to recurring matters, build a process your team can reuse.
Your recurring engagements
Create document types, group them into a template and reuse the checklist for future matters.
Your specific requests
Add a document or instruction to an existing matter. Your client finds new requests alongside documents already submitted.
Your firm chooses the documents needed for each engagement. Everyone invited to a matter can view its documents; use separate matters when access must remain separate.
More practices, the same portal
Explore other types of firms.
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.
ExploreYour 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.