It is incredibly EASY to start a file
No complicated setup. No training. Create your first File Request in minutes.
Designed based on your industry best practices.
Add, remove, or customise the items if needed.
Client gets a secured link
Reminder emails are sent to client
A simple client portal - secure link no login required.
Receive files - Approve or Reject
Approve or reject documents and send feedback instantly.
No emails, no phone calls.
Clients see what needs resubmitting and can act immediately.
No back-and-forth. No confusion.
Instant visibility across every client file.
✔ Files ready to progress
✔ Documents still outstanding
✔ Clients waiting for review
✔ Reminder activity
✔ Nothing slips through the cracks
Try it risk-free
Begin with 3 free cases. See the value before you commit.
Transparent pricing
No hidden fees. You know exactly what you'll pay.
Pay as you grow
Start small, then scale as your caseload increases.
Cancel anytime
No lock-in contracts.
Change or cancel anytime
Try it out