Request, track, and collect every document a client needs to submit — in one workspace, with full visibility into what's outstanding and who's holding it up.
From the first request to the signed-off, archived record — nothing tracked in a spreadsheet on the side.
Overdue, due this week, upcoming and complete — one page, with phase progress bars and status charts you can click straight into.
Every document request grouped by category, assigned to the right person on either side, with a bulk-upload template for whole engagements at once.
Invite a Client Admin once — they invite the rest of their own team. No back-and-forth chasing down every contact yourself.
Every status change, comment, and bulk action — time-stamped, attributed, and scoped strictly to the one engagement you're viewing.
Your firm's workspace is private — nothing in it is visible to any other firm, ever.
Archive, soft-delete, permanent delete — three distinct, deliberate steps. Nothing ever expires on a timer.
Firm Admin, Partner, Manager, Staff, Client Admin, Client User — each with exactly the access they need, no more.
Copy last period's request structure into the new engagement in one step — duplicates flagged automatically.
We'll walk through a real collection engagement end to end.
