Collect client documents for every matter, securely
Ask for exactly what each matter needs. Clients upload through a private link, and every file stays on your own WordPress site.
Real estate purchase (example)
- Government photo ID for each buyer
- Signed agreement of purchase and sale
- Mortgage commitment letter
- Proof of home insurance
- Void cheque for closing funds
One checklist per matter
Build a checklist for each type of matter and reuse it. Mark items optional when they depend on the file.
Request changes with a note
Wrong page or unsigned copy? Request changes on that item only, with a note the client sees.
A record of who did what
The activity log shows when the client opened the link, what they uploaded and who reviewed it.
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.