REQUEST → UPLOAD → CHECK → REVIEW

One clear request. Fewer loose ends.

A simple handoff between your business and your client, with a clear next step at every stage.

August documents

Maple Bakery

You sent a request

Your client has the link. Let’s get those documents.

Bank statementAwaiting client upload

Requested

Request ready

One request brings together the documents you need from your client.

Your business creates the request

Ask for exactly what you need.

Choose a saved checklist or start fresh. Add documents, forms and PDFs to sign, set a due date, and personalize the opening message.

How to reuse document checklists →
How to collect signatures →

Your client submits what is ready

Give your client one place to respond.

Share the request link. Your client verifies their email, uploads documents, adds answers and completes assigned signing fields without creating an account.

AI suggests. You review.

Spot a possible mismatch before review.

AI compares an uploaded document with your requirement title and instructions. It can flag a possible issue, such as a July statement when August was requested. Preview the file yourself before making the final review decision.

How AI document checks work →

Your business makes the review decision

Review what arrived. Explain what’s next.

Accept a document, or ask for a replacement with specific feedback. Messages stay with the request, and a reply never silently completes an outstanding document.

LESS BACK-AND-FORTH

Give your next request a clear start.

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