Checklist requests
List exactly what you need — bank statements, IDs, certificates — with a due date and a message.
Client engagement
Get documents from clients without chasing emails
Send a client a secure link with a checklist of what you need. They upload from a phone or computer without logging in, and the files land in the vault against the right client.
What it does
Document requests, done properly
Single-purpose secure link
Each request has its own unguessable link. No account or password for the client, and nothing else is exposed.
Email the request
Send the link from the product using your firm's message template.
Progress and automatic reminders
Requests move from open to partial to complete as items arrive. Anything still outstanding is reminded three days before the due date, on the day, and every few days after until it is complete.
Read on arrival
With the Document Vault & OCR module, uploaded files are read and classified the moment they arrive.
Safe by design
Only permitted file types and sizes are accepted, and links can be cancelled at any time.
How it works
A request from start to finish
Create the request
Pick the client, list the items and set a due date.
Send the link
Email it from the product or paste it into WhatsApp.
Client uploads
They tick items off as they upload — no login.
Review
Files are in the vault; mark the request complete.
Good to know
Questions about Client Portal & Document Requests
No. The link is the key; it only allows uploading to that one request.
Yes — cancel the request and the link stops working.
All modules
One client record, one calendar — add what you need
Practice CoreSARS Tax ComplianceCIPC & SecretarialLabour & Payroll ComplianceTender Readiness (B-BBEE & CSD)Construction (CIDB & NHBRC)Health Products (SAHPRA)Sector Licences PackGovernance & AML PackDocument Vault & OCRBank Statement IntelligenceTime, WIP & BillingClient Portal & Document RequestsSMS & WhatsApp Reminders
Try Client Portal & Document Requests with your own clients.
Every trial includes all the modules in the plan you pick. No card required.