Platform Capability

Collect everything you need, efficiently.

Send structured document requests to clients, suppliers, and partners. Track submissions, manage approvals, and close requests -- all from one place.

Capability Deep Dive

Request workflows that close themselves

From document collection to e-signatures, streamline how you gather information from external parties.

Create reusable templates with specific document checklists, form fields, and deadlines. Apply them in one click.

Clients can view their requests, upload documents, and track submission status through the platform. All files are centrally tracked and stored.

Track request progress with status updates and notifications. Monitor completion rates and identify bottlenecks before they become problems.

Include signature requests in your workflows. Clients sign engagement letters, consent forms, and declarations digitally.

Route submitted documents through internal approval chains. Approve, reject, or request revisions with comments.

Clients upload files directly or you attach existing vault documents. All files are centrally tracked and stored.

Use Cases

An accounting firm sends annual document requests to 200+ clients. Each request includes a checklist of required documents with deadlines.

A trading company collects trade licenses, VAT certificates, and insurance from new suppliers before the first purchase order.

HR collects contracts, IDs, visa copies, bank details, and certifications from new hires through structured request workflows.

Streamline document collection with structured templates and approval workflows. 14-day free trial.