Give every client one link to upload files, fill forms, and sign. zendoc catches the blurry scans, missing pages, and expired IDs the moment they land — and drafts the follow-up for you.
How it works
Step 1
Build the checklist for a matter type once. Every client gets one link that works on a phone. They confirm their email, then see what is left to send.
Step 2
Wrong document, illegible scan, missing page — every file is flagged with the reason the moment it lands, not the week before the deadline.
rivera-bank-statement.pdf
Uploaded just now
Step 3
Clean files are filed automatically. Flagged ones arrive with a follow-up already drafted. A reminder reaches the stragglers on its own.
“Hi Maria — page 3 of the bank statement came through blurry. Mind re-scanning just that page?”
Document review
Every file is checked the moment it lands. Wrong documents, unreadable scans, missing pages and expired IDs are flagged with the specific reason — the day they happen, not during deadline prep.
Wrong document
martinez-w2.pdf
Martinez household
Unreadable scan
chen-passport.jpg
Chen Advisory
Incomplete file
okafor-lease.pdf
Okafor Properties
To: jennifer@martinezfamily.com
DraftHi Jennifer — quick one: the W-2 you sent over is missing page 2. The same upload link still works, so you can add it whenever suits.
Follow-ups
When something’s wrong, the chaser is already drafted — naming exactly what’s missing and how to fix it.
Platform
Portal, forms, e-signatures, CRM, and messaging in one tool, with plans sized for your team and workload.
Trust
Client files are the most sensitive thing your firm handles. Here’s exactly what happens to them — and what never does.
AI only suggests. It never rejects a file or contacts a client on its own — a person approves every flag and every message that goes out.
Your clients' documents are never used to train AI models. Files are checked, filed, and left alone.
Encrypted in transit and at rest, with a tamper-evident audit trail on every signature.
Who it’s for
Intake packets, retainers, and case documents — collected before the matter stalls.
For law firms
W-2s, 1099s, and K-1s in one portal before tax season peaks.
For accounting firms
Complete borrower files without the email-attachment chase.
For mortgage brokers
KYC and onboarding packets, complete on the first pass.
For financial advisors
Set up your intake in an afternoon. Send every client one link. zendoc catches the problems and chases what’s missing.