BUILT AROUND THE HANDOFF

The work starts when the right information arrives.

DocRoundup is a focused document-collection tool for small service businesses that want a simpler way to work with clients.

WHY THIS EXISTS

A shared folder holds files. A clear request moves work forward.

Collecting documents is rarely just about storage. It is knowing what to ask for, helping someone send it, and deciding whether it is the right thing.

DocRoundup brings requests, uploads, signatures and review into one workflow. Reusable checklists adapt to the information your business needs, from monthly records to client onboarding.

Clear over crowded

Show the next action, explain the status, and keep the screen focused.

Flexible over complicated

Let businesses reuse what works and adjust what changes, without building a workflow engine.

Helpful over automatic

Use assistance where it reduces effort. Keep uncertain suggestions visible and human review explicit.

Built around your next client handoff.

Tell us where document collection slows your business down. Your feedback helps us make the next request clearer and the next review easier.

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