Collect everything you need, automatically.
Send structured document requests to clients, suppliers, and partners. Track submissions, chase missing items, and close requests -- all through branded portals.
Capability Deep Dive
Request workflows that close themselves
From document collection to e-signatures, streamline how you gather information from external parties.
Structured Request Templates
Create reusable templates with specific document checklists, form fields, and deadlines. Apply them in one click.
Branded Client Portal
Clients access a professional, branded portal to upload documents, fill forms, and track their submission status.
Automated Chase Reminders
When items are missing, Vulu Vault sends automatic reminders on a configurable schedule until everything is submitted.
E-Signature Workflows
Include signature requests in your workflows. Clients sign engagement letters, consent forms, and declarations digitally.
Approval Workflows
Route submitted documents through internal approval chains. Approve, reject, or request revisions with comments.
Attachment Support
Clients upload files directly or you attach existing vault documents. All files are centrally tracked and stored.
Use Cases
How businesses use request workflows
Client document collection
An accounting firm sends annual document requests to 200+ clients. Each request includes a checklist of required documents with deadlines.
- Template-based requests with one-click creation
- Branded portal for client document submission
- Automated reminders for missing documents
- Dashboard showing submission status across all clients
Supplier onboarding
A trading company collects trade licenses, VAT certificates, and insurance from new suppliers before the first purchase order.
- Customizable checklists per supplier category
- Self-service portal for supplier document upload
- Expiry tracking on supplier certifications
- Block procurement from non-compliant suppliers
Employee onboarding
HR collects contracts, IDs, visa copies, bank details, and certifications from new hires through structured request workflows.
- Role-specific onboarding templates
- Employee self-service portal for document submission
- Automated reminders for missing items
- Secure storage of sensitive HR documents
Stop chasing documents over email and WhatsApp
Automate document collection with branded portals and smart reminders. 14-day free trial.