Built to collect documents,
not to be a second job.
Every feature exists to shorten the distance between "I need these files" and "everything's in." Here's what's inside.
The core workflow
The loop every professional runs, streamlined end to end.
Reusable templates
Define the documents you always ask for once. Every new request copies the checklist into its own editable copy — tweak per client without touching the original.
Client directory
Keep your clients in one place and fire off a new request to any of them in a couple of clicks.
Secure upload links
Each request gets a private, unguessable link. Clients upload without an account, and the link only ever reveals their one request — never anyone else's data.
Progress tracking
A live completion bar per request and a dashboard across all of them. Know instantly what's received, pending, in review, or overdue.
Review & approve
Approve documents that pass or reject with a reason. The client is emailed exactly what to re-send, and the item reopens automatically.
In-browser preview
Open PDFs and images right in DocsFlow — review submissions without downloading a thing.
Stay on top without the chase Professional
The features that save you the follow-up emails and give you the full picture.
Automatic reminders
Set an interval and DocsFlow emails idle clients "you still owe N documents" on your behalf — and stops the moment they upload.
Due dates & overdue flags
Give a request a deadline and see overdue work surfaced on the dashboard and the client's page.
Custom branding
Add your logo and accent color to the client-facing page so the experience looks like your practice, not a generic tool.
Dashboard analytics
See average time-to-complete, which clients are slowest to respond, and which templates you use most.
Audit log
A time-stamped trail of who uploaded, downloaded, approved, rejected, or deleted what — attributed and tamper-evident.
Team invites
Invite a teammate by email to share the workload inside your organization.
Works the way your clients do
Four languages
The app and every client-facing email speak English, French, Portuguese, and Spanish.
Installable app
DocsFlow is a PWA — install it on desktop, tablet, Android, or iPhone and it works like a native app.
Secure by design
Strict per-organization data isolation, random link tokens, upload size & type limits, and modern auth keep client documents private.
See it on your own documents.
Run your first real request today, free for 14 days — then keep going on Professional.
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