Collect everything you need — without chasing clients.
Give every client a branded, secure portal for document and data submission. Multiple intake channels, structured request forms, and multi-contact support — so getting files from clients is never the bottleneck again.
3×
Faster document collection
90%
Reduction in follow-up emails
0
Client logins required
What's included
Each client gets a dedicated white-labeled portal with your logo, colors, and custom domain. First impressions matter.
Share a public link for new or one-time clients. They can submit documents and forms without creating an account.
Every job gets a unique email address. Clients can simply reply with attachments — no portal login needed.
Add multiple stakeholders to a single client account. Each gets their own access and notification preferences.
Define exactly what you need: specific documents, filled-out fields, or both. Clients see a clear checklist, not an open-ended upload box.
PDF, Excel, Word, images (JPG, PNG, HEIC), and more. No format restrictions for your clients.
Real-world usage
Send ITR clients a branded portal link listing all required documents. Auto-send reminders until the checklist is complete.
New client onboarding: collect signed agreements, ID proofs, and intake forms via a single shareable link.
Policy renewals via email intake — clients forward documents, you get structured submissions.
Full capability list
Branded client portal
Each client gets a dedicated white-labeled portal with your logo, colors, and custom domain. First impressions matter.
Public intake links — no login required
Share a public link for new or one-time clients. They can submit documents and forms without creating an account.
Email-based intake
Every job gets a unique email address. Clients can simply reply with attachments — no portal login needed.
Multiple contacts per client
Add multiple stakeholders to a single client account. Each gets their own access and notification preferences.
Structured forms + document requests
Define exactly what you need: specific documents, filled-out fields, or both. Clients see a clear checklist, not an open-ended upload box.
All major file formats supported
PDF, Excel, Word, images (JPG, PNG, HEIC), and more. No format restrictions for your clients.
Start a 14-day free trial. No credit card required. Your team can be up and running in under 2 minutes.
14-day free trial · No credit card · Cancel anytime
Collect everything you need — without chasing clients.