The portal where your clients upload their documents.
It is the core of every project. For each case, you define the documents expected; your client receives a link limited to that case alone, uploads their files and sees what they still need to provide.
How it works
Ask for the right documents.
One list per case, tailored to your profession: bank statements, identity documents, contracts, supporting documents.
Track what comes in.
Each document moves from ‘to be provided’ to ‘received’, then ‘approved’ or ‘to be corrected’, with a note for your client.
Check what arrives.
Every uploaded file goes through an antivirus scan before being made available to you. A rejected file is erased, and your client is asked to upload it again.
Limited access, never a directory
An invited client sees only their own case. They never discover the list of other clients or their documents.
Limitations
Your client does not need an account. Their link expires, can be revoked at any time, and every opening is recorded in the case log.