Zendoc collects documents, forms, and e-signatures from your clients — and AI checks every upload the moment it arrives, flags what's wrong, and drafts the follow-up. Your team reviews the exceptions, not everything.
14-day free trial · No credit card required · Setup in under 5 minutes
Smith & Associates
Pro plan
Monday, March 9, 2026
ACTIVE WORKFLOWS
12
3 added this week
PENDING SIGNATURES
7
2 overdue
DOCS COLLECTED
34
this month
NEW CLIENTS
6
this month
Hendricks LLC
Client Intake
Awaiting ID upload
OverdueJennifer Martinez
Employment Contract
Pending e-signature
SigningPark Family Trust
Estate Planning
Reminder sent (2x)
OverdueRivera & Associates
NDA + Onboarding
Uploading documents
In ProgressSimone & Walsh
Client Intake
All docs received
CompletePlatform
Six capabilities that replace a dozen disconnected tools — designed for how professional services teams actually work.
Every upload is read the moment it arrives. Wrong document type, illegible scan, missing pages — flagged for your review before anyone wastes time on it.
Reminders reference the exact items still outstanding — and AI drafts the chaser for you to approve. No more Monday mornings spent chasing attachments.
Give each client a branded portal to upload documents, fill forms, and track progress — one link, no account, works on a phone.
Define the checklist for a matter type once — documents, forms, signatures — and reuse it for every client. No code, no setup project.
Collect legally-binding signatures inside your workflows. No separate tool needed — signing is built right in.
Reach clients via email, SMS, or portal notifications — from one thread. Every message is logged and searchable.
How it works
Map out each step — document requests, form fills, signatures, approvals. Drag, drop, done.
Send a portal link via email or SMS. Clients see exactly what's needed and upload on their own time.
Your dashboard shows who's done, who's late, and what's overdue. Reminders go out automatically.
Define your intake once. Send clients a single link. Let the AI catch the problems and chase what's missing.