Never Lose Track of Your 
Clients' Documents

A user-friendly document management system your clients will love to use.

Reduce email clutter and increase your team's productivity today.

Start your free trial
  • 45-day free trial
  • 5-min setup
Connect with your customers | image by unDraw

Client portal

Your customers send documents and get status updates in real-time.

Keep your workflow in order | image by unDraw

Document management

Incoming documents are automatically organized for fast processing.

Serve your customers faster | image by unDraw

Customer communication

One click to get client status and contact them.

Helping businesses save time

Matan, Casific LTD
We minimized email communication and have a clear picture of our incoming documents.
Ben, BB Fin Solutions LTD
Clients' paperwork is streaming in and is processed in seconds by our team.
Vlad, Sunny Music Group
A friendly and responsive team, they quickly added the features we needed and made sure our process is fully automated.
Roy, Safe Drive Systems
Our clients know we receive their files and can access them at any time.

Get a 
15-min demo

How it works

1Your customers easily send documents

Customers send documents, take pictures, or forward emails, from any device.

2Fast document processing

Your incoming documents form into one actionable list.

3Get the overall status and quickly locate documents

Find documents by client, date, or satus.

Your customers' experience

1Customers can snap and send pictures

One-click to scan and send pictures using a smartphone.

2Customers can forward emails

Each one of your customers has a dedicated email address to forward emails.

3Customers can access their documents

A secure customer portal where customers can quickly locate their documents.

Grow your business

Process documents faster

View documents, write notes, and set statuses

Organize your documents

Detect duplicates, split, and merge documents

Build a strong brand

Brand the customer portal with your logo

Find documents quickly

Find documents by customer, date, or status

Protect your privacy

Staff and customers securely access their documents

Work remotely

Process your documents on any device

Let your team and customers share paperwork and 
get things done.

Start your free trial
  • 45-day free trial
  • 5-min setup