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Every document package — complete and filed on time
A document checklist for every client, filing deadlines and status — without spreadsheets. Clients upload documents from their phone themselves.
14 days free · no card · then from $49 a month
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Example: a client's application comes in from the website to the CRM and moves through the stages: New, Documents, Filing, Decision. In the client app the client sees that the documents are approved and the payment is confirmed, and gets a notification about the new stage.
Sound familiar?
- The package turns out incomplete on filing day
- Filing deadlines live in one employee's head
- Clients write in three different messengers
What changes in your work
Document checklist
The list of required documents appears at the stage on its own. Staff accept a file or send it back with a comment — the client sees the status on their side.
More about the CRMDeadlines for every case
Every stage has its own deadline. Anything overdue comes first on the “Today” screen, and tasks can be tied to a stage so they appear on their own.
More about the CRMClients upload documents themselves
Clients upload a passport photo or a bank statement from their phone in the client app. Files are stored encrypted.
More about the client app
What people ask before they start
Can we set our own document list?
How do we stop missing filing deadlines?
Where are clients' passports stored?
Start today — the setup wizard gets you running in one evening
14 days free, no card needed.