Drag and drop, file validation, size limits, duplicate detection, and clear next steps.
Secure document collection workflow
Collect client documents without email chaos
Give clients a clear upload experience and give your team requests, review status, permissions, notifications, storage mapping, search, versioning, and audit history.
Upload DocumentSecure Client Portal
My RequestsUploaded FilesMessagesProfile
Document requests3 active
Proof of identityPDF or image · Required
Under reviewFinancial statementPDF · Required
UploadSupporting documentsMultiple files accepted
ApprovedCapabilities
A controlled path from request to approved file
Suitable for accounting firms, immigration agencies, schools, clinics, professional services, and internal departments.
Route approved files to the correct Google Drive or connected storage folders.
Pending, under review, approved or rejected status, comments, and bulk actions.
Files, status, next steps, and optional case-specific checklists in one place.
New uploads, requests for changes, approvals, and team digests.
Scoped access for administrators, reviewers, clients, and optional identity integration.
Metadata, tags, categories, date filters, document versions, notes, and change context.
Export history, activity records, templates, APIs, webhooks, and customized workflows.
Replace the email chain
Make every requested document visible and actionable
Email attachments make it difficult to know what was requested, what arrived, which version is current, who reviewed it, and what the client must do next. Upload Document turns that exchange into a structured workflow.
Tell clients exactly what is needed
Create reusable request templates and case-specific checklists. Describe acceptable file types, required information, deadlines, and next steps so clients do not have to interpret a long email thread.
Validate files at intake
Support drag-and-drop upload, file-type checks, size limits, duplicate detection, metadata, categories, and clear progress. Each client sees only the files and requests within their permitted scope.
Move work to completion
Track pending, under-review, approved, or rejected status. Add comments, request corrections, notify the right people, perform bulk actions, and preserve an audit trail of decisions.
Operational use cases
Designed for document-heavy client work
Accounting firms can collect tax and bookkeeping documents. Immigration teams can organize case-specific evidence. Schools and clinics can request forms and supporting records. Professional-services teams can use the portal for onboarding, compliance packets, applications, and recurring document requests.
Client clarity
Each client can see requested items, files already supplied, review status, comments, and remaining actions. The interface can use your branding, terminology, instructions, and case structure.
Team coordination
Administrators, reviewers, and clients receive scoped access. Teams can search by name and metadata, review new files, preserve prior versions, and understand why a document was accepted or returned.
Storage and downstream workflow
Approved files can be mapped to the appropriate Google Drive or connected storage location. APIs and webhooks can trigger work in CRM, case-management, ERP, or back-office systems.
Customize the portal
Match your cases, clients, reviewers, and storage rules
The product can be extended around organization-specific intake requirements rather than remaining a generic file box.
Reusable packages, conditional items, case checklists, deadlines, and instructions.
Status, validation, comments, assignment, escalation, approval, rejection, and correction paths.
Roles, scoped access, signed links, access expiry, identity integration, and project-specific controls.
Storage mapping, APIs, webhooks, exports, dashboards, audit history, and operational reports.
Explore Upload Document
Try the live portal or discuss your intake process
The live demo is available now. A guided demonstration can focus on your document requests, roles, review flow, storage, notifications, and integrations.