Collect client documents without inbox chaos.
DocuRequest gives professional teams one secure workflow for document requests, file uploads, reviews, reminders, and billing-aware growth.
Create a case, send a secure link, track uploads, and move approvals forward from one workspace instead of juggling spreadsheets, shared drives, and ad-hoc email threads.
Secure links
Client-friendly
Plan-aware limits
Starter to Business
Ops visibility
Audit + billing + onboarding
Built for teams that request documents every day
Keep staff, clients, and billing in one calm operational flow.
Structured request workflows
Create cases, assign clients, define requested items, and track each document through review and approval.
Secure client upload experience
Share secure links so clients can upload files, read feedback, and move the request forward without needing a complex account setup.
Operational follow-through
Use reminders, templates, presets, usage visibility, and billing-aware gating to keep intake work consistent as the team grows.
How the workflow stays simple
A compact process that works for onboarding, compliance, renewals, and ongoing document collection.
1. Create a request case
Start from scratch or use presets to define exactly what the client needs to provide.
2. Share a secure upload path
Send the client a secure link so they can upload files and respond to comments without friction.
3. Review, approve, and export
Staff review submissions, request changes, track status, and export completed work when the case is done.
A strong fit for document-heavy service teams
Especially useful anywhere client intake depends on collecting the right files on time.
Accounting and advisory firms
Keep tax, compliance, and onboarding requests organized across clients and staff.
Legal and professional services
Run repeatable intake and evidence collection without relying on scattered email threads.
Operations and internal service teams
Standardize document follow-up for employee onboarding, vendor reviews, and regulated workflows.
Pricing tied to real workspace limits
The public pricing section and the in-app billing pages read from the same shared plan source.
Starter
For solo practitioners getting started.
Free
Users
1
Active cases
75
1 user
Up to 75 active cases
Basic dashboard
Team
For growing teams that need more power.
$290.00
/year
Users
5
Active cases
500
Up to 5 users
Up to 500 active cases
Audit log export
Case ZIP export
Custom email template packs
Priority support
Business
For large teams with advanced requirements.
$790.00
/year
Users
15
Active cases
2500
Up to 15 users
Up to 2,500 active cases
Audit log export
Case ZIP export
Custom email template packs
Replace defaults mode (email packs)
Priority support
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