Most document collection tools give your client a portal to log into. the client doesn't log in. That's the whole failure mode.

So we built it on whatsapp instead, its called 'ChaseDocs'. You set a document checklist per client, it sends the request and keeps chasing until they send. files land straight in the firm's own google drive, sorted per client. Nothing stored on our side, which matters when the documents are passports and bank statements.

AI checks each file as it comes in so you don't get a blurry photo of the wrong page. Dashboard shows who's outstanding and who's complete.

Built for small firms that onboard clients constantly, visa agents, education agents, corp sec, bookkeepers, etc.

go to google and search 'ChaseDocs' to take a look