Collect client documents without chasing files through email.
Tell each client exactly which documents you need. They upload them through a secure link, with no account to create. Your team sees what's missing, reviews every file, asks for corrections and approves, with everything organized by client and case.
Free plan: 1 user and 5 active cases. No credit card required.
Example case
New client onboarding
1 of 4 documents approved
Passport or ID card
Proof of address
Bank statement
Signed engagement letter
Your client uploads through a secure link, with no account needed.
How it works
Four steps from the first request to approved documents.
Create a client and case
Add the client, open a case for the request and, if you like, assign it to a team member.
List the documents you need
Add each requested document with instructions and a due date, or apply a reusable document preset.
Send the secure link
Your client opens a secure link to their case and uploads the requested files. They don't create an account or password.
Track, review and approve
See which documents are still missing, review uploads, request changes with a comment explaining what to fix, and approve when it's right.
What your client sees
The link opens a page for that one case: the requested documents with your instructions, due dates and statuses, the files uploaded so far, and the comments on each document. Clients upload files and reply there, and every comment your team adds is visible to them. Links expire, and your team can revoke a link at any time.
One place for every document request
DocuRequest does one job: getting the right documents from clients, checked and approved, without long email threads.
Exact document checklists
Every case lists the documents you need, with instructions and due dates. Reusable presets save retyping common lists.
Secure client upload links
Clients upload through a secure link to their case. There's no account or password for them to create.
See what's missing
Your team marks each document Requested, Received, Needs Changes or Approved as it reviews, and the dashboard shows how many cases are open or overdue.
Review, request changes, approve
Review uploaded files, ask for a corrected version with a comment, and approve each document once it's right.
Reminder emails
Email your client a reminder from the case page, with a link back to their upload page and an optional personal note.
Organized by client and case
Files and comments stay with each requested document, each case keeps its status history, and every case has its own reference number.
For teams that collect documents from clients
DocuRequest isn't tied to one industry. It fits wherever work waits on client paperwork.
Client onboarding
Collect IDs, proof of address, contracts and forms before the work starts.
Tax and year-end documents
Open a case for each client to request statements, receipts and forms, and see what each case is still missing.
Applications
Gather the supporting documents for applications, such as rental or supplier applications, and approve them in one place.
Simple plans. Start free.
Start on the free plan and upgrade when your team or client volume grows.
Starter
For solo practitioners getting started.
Free
Users
1
Active cases
5
1 user
Up to 5 active cases
Secure client upload links
Team
For small teams working together on client cases.
$290.00
/year
Users
5
Active cases
500
Up to 5 users
Up to 500 active cases
Secure client upload links
Audit log export
Case ZIP export
Priority support
Business
For larger teams with more users and cases.
$790.00
/year
Users
15
Active cases
2500
Up to 15 users
Up to 2,500 active cases
Secure client upload links
Audit log export
Case ZIP export
Priority support
Active cases are cases that are open or in progress. Completed and cancelled cases don't count toward your plan limit.
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