Zendoc gives law firms, accounting firms, and HR teams a structured portal for collecting documents, forms, and e-signatures — from clients who just need a simple link.
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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.
Build multi-step workflows that route documents, collect signatures, and trigger follow-ups — all without writing code.
Give each client a branded portal to upload documents, fill forms, and track progress — no more chasing attachments over email.
Reach clients via email, SMS, or portal notifications — from one thread. Every message is logged and searchable.
Collect legally-binding signatures inside your workflows. No separate tool needed — signing is built right in.
Extract data from uploaded files automatically. AI reads, classifies, and pre-fills forms so your team doesn't have to.
Stop chasing clients manually. Smart reminders nudge clients at the right time until documents are submitted.
Trusted by teams
"We onboarded 40 new clients last quarter without adding headcount. Zendoc replaced our Dropbox + DocuSign + email chain mess with one client workflow."
Sarah Lindgren
Operations Director, Wolfson & Associates
"Our clients actually complete their onboarding now. The portal is so simple that even our least tech-savvy clients finish in under 10 minutes."
Michael Reeves
Managing Partner, Reeves Tax Group
"I used to spend Monday mornings chasing missing documents. Now Zendoc handles the reminders and I focus on actual casework."
Jessica Chen
Paralegal, Morrison & Kvane LLP
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. Stop chasing documents.