Collect client documents without the email chase.
DocuPod turns your document checklist into a secure client portal — with automatic reminders, versioned uploads and one-click approvals. Your clients just click a link.
No credit card required · Your clients never create an account
Onboarding — Meridian Ltd
Due in 4 days · 5 documents
- Certificate of IncorporationApproved
- Photo ID — both directorsApproved
- Bank statement (last 3 months)In review
- Proof of addressChanges
- Signed engagement letterWaiting
The problem
Document collection dies in the inbox.
Attachments scatter across threads. Nobody can say what is still outstanding. So you chase — and chase again.
The solution
Three steps, and the chasing stops.
Click through the flow — this is the actual product, not a diagram.
Template · Client onboarding
Features
Everything the handoff needs.
Hover any card — each one shows the thing it describes.
Version history
Every re-upload is kept. You always know which file is current — and what came before it.
Live notifications
Eight events, both sides.
Completion rate
Across every client.
Reusable templates
Standardise once, reuse forever.
Passwordless portals
Magic links and one-time codes.
Due dates & reminders
Automatic follow-ups do the chasing.
Bulk ZIP download
A whole approved set in one file.
Built for both sides
One workflow, two very different needs.
Control without the admin
- Reusable templates per engagement type
- Every request and its status in one dashboard
- Approve or request changes file by file
- Completion analytics across all clients
FAQ
Common questions
Everything else is a two-minute conversation away.
No. They receive a magic link by email, click it, and land straight in their upload portal. No signup, no password, nothing to install.
Every request is a checklist. The dashboard shows which documents are approved, in review, awaiting changes, or still outstanding — per client and across all clients.
Request a change with a note attached to that specific document. The client re-uploads against the same checklist item, and the previous version is kept in the history.
Yes. Row-level security scopes every record to its owning agency, so one agency can never read another's requests, documents, or clients.
Yes — once a submission is approved you can pull the whole set down as a single organised ZIP.
Send your first request in the next five minutes.
Build a checklist, drop in a client email, and let DocuPod handle the rest.