The easiest way to collect documents from your clients.
Secure document requests, branded client portals, automatic reminders, and workflow tracking — all in one place.
Built for brokers, lawyers, accountants & consultants — no credit card required.
Built for professionals who are tired of chasing documents.
- Mortgage Brokers
- Lawyers
- Accountants
- Insurance Brokers
- Financial Advisors
- Consultants
- Immigration Consultants
How DocsFlow works
No onboarding, no training. If you can write a checklist, you can run DocsFlow.
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1
Create a document request
Pick a client and a template. DocsFlow copies your checklist into a fresh, editable request.
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2
Send a secure link
Your client gets a private link by email. No account, no password, nothing to install.
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3
Your client uploads documents
They drop each file straight from their phone or laptop, one checklist item at a time.
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4
Track progress in real time
Watch items flip to "received", approve them, and let automatic reminders chase the rest.
Why DocsFlow?
Not thirty features. The six that get your documents in.
Collect documents faster
No more email threads or WhatsApp follow-ups.
Automatic reminders
Clients are reminded automatically, on your schedule.
Secure client portal
A professional experience for every client.
Track every request
Know exactly what is still missing.
Your branding
Use your own logo and colors.
AI document validation Coming soon
Automatic checks on what your client uploaded.
The difference on day one
Same clients, same documents — a very different week.
| Without DocsFlow | With DocsFlow |
|---|---|
| Email chains | One secure portal |
| Manual reminders | Automatic reminders |
| Missing documents | Real-time tracking |
| Confused clients | A clear checklist |
| Hours wasted | Minutes saved |
Frequently asked
Do my clients need an account?
No. Clients open a secure link and upload their documents — nothing to install, no password to remember. The link only ever exposes their one request.
Is DocsFlow only for mortgages?
Not at all. DocsFlow is fully template-driven, so any profession that collects paperwork — tax prep, immigration, conveyancing, bookkeeping — can define its own checklists.
What's the difference between the trial and Professional?
The 14-day trial is the full workflow with no request or client limits — only branding, team members, and storage are held back. When it ends your data stays readable, but you'll need Professional at $29/month to keep creating. See the pricing page.
Which languages are supported?
The app and client-facing emails are available in English, French, Portuguese, and Spanish.
Can I use it on my phone?
Yes — DocsFlow is an installable web app that works on desktop, tablet, Android, and iPhone.
Ready to stop chasing documents?
Set up your first document request in minutes. Free for 14 days, no credit card required.
Start free trial