Streamline manual file intakes, PDF-filling, and electronic signatures into configurable digital checklists for clients, new hires, contractors, vendors and more.
Transform email attachments, tracking spreadsheets, and manually saving files into
a simple platform combining contact management, real-time tracking and organized retention.
Send or share configurable checklists
Clients:
Upload files,
Input data,
Fill/Sign docs
QA/QC Submissions
Open Items Tracking + Reminders
Monitor Expirations
Organized Storage, or
Export Files
Digitize your document intake process
Version control, reviews, easy returns
Customize checklists and documents
All your key files tracked and accessible
Post on a website, or custom send to email
Visually track status and next steps
Visualize open requests
Verifiable, E-SIGN Act compliant
Fill forms in browser
Collect PDFs, images, data, and more
Get notified of due dates and revisions
Collect PDFs, images, documents & more
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user experience: clients, new hires, vendors, contractors, admin staff
Efficiency: streamline redundant manual processes, Reduce errors
transparency: real-time dashboard keeps stakeholders informed
compliance: required records checklists, quality assurance safeguards
Supplement existing systems, or use as a standalone point solution to replace email attachments and tracking spreadsheets. Avoid the costs, delays, and risks of custom development.
We utilize encryption in transit (TLS) and at rest (AES-256), firewalls and suspicious activity monitoring, multi-factor user authentication, and more to keep you files and accounts secure.
An open API makes integrations easy and saves hundreds of engineering hours. No code/ low code enables fast project delivery timelines, minus the cost and risk.
