Every document for every application, item by item
Applications fail on one missing page. Give clients a clear checklist, see what is still missing and request changes on the exact item.
Study permit (example)
- Passport bio page
- Letter of acceptance
- Proof of funds
- Police certificate
- Passport-size photo
Clear instructions per item
Add a short instruction to every item so clients know exactly which page or format you need.
Phone-first for clients abroad
Clients can take a photo or upload a scan from any phone, with no app and no account.
Links that expire
Each request link has an expiry date. Extend it or issue a new link whenever you need to.
How it works
Four steps, every client
- Build the checklist, or start from a template
- Send the client a private link by email
- The client uploads from their phone or computer
- Approve each item, or request changes with a note
Add Pro for busy seasons
Let reminders send themselves
Automatic reminders, instant change requests and team assignments. $99 a year, 14-day free trial.
Get this season's documents in order
Install the free plugin. Upgrade only if Pro saves you time.