Document management app
Document requests without the spreadsheet-and-inbox chaos
The app helps teams collecting documents from clients in finance, accounting, pre-deal reviews, and similar engagements. Instead of scattered coordination across spreadsheets, email, and SharePoint - one shared space with clear ownership on both sides, change history, and a dedicated client portal.
The problem it solves
In document-heavy projects, much of the work is coordination: who must deliver a file, what is still missing, what is overdue, which version is current, and which questions remain open. The result is chaos on both sides and the cost of manual chase-ups.
Who it's for
Small and mid-sized professional services firms and accounting or advisory offices running document projects - teams that work in spreadsheets, email, and SharePoint today and need a simple ownership and compliance model.
Key capabilities
- Document request list with owners on both sides and due dates
- Status flow with an auditable change history
- Client portal for delivering documents and replies
- Questions and answers tied to a specific request
- Attachments and versions linked to a request, not a folder
- Email and in-app notifications for key events