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.
Launching soon · First 100 founding users get early-bird pricing · $149 flat for the whole firm
How it works
Step 1
Build the checklist for a matter type once. Every client gets a simple link that works on a phone — no accounts, no passwords.
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. Reminders chase the stragglers on their 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, so problems surface the day they happen — not during deadline prep.
hendricks-drivers-license.pdf
Hendricks LLC
rivera-bank-statement.pdf
Rivera & Associates
park-trust-agreement.pdf
Park Family Trust
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 at one price — instead of a stack of five subscriptions.
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 →
$149 per month for the whole firm — up to 10 team members, every feature included. No per-seat math, no client caps.
$149/mo
See pricingSet up your intake in an afternoon. Send every client one link. Zendoc catches the problems and chases what's missing.