What is holding you back? your uncessary admin work!
Quickly and conveniently collect documents and information from your clients/partners, send emails and text messages on auto follow-ups to make sure deadlines are never missed.
This web software streamlines the process of requesting files and information from clients.
If you work in a document-intensive industry such as law, consulting, or manufacturing, you often need to request documents and ask specific questions from your clients. However, as the list of documents and questions grows, clients tend to send multiple emails with various iterations of the same documents or answers. This creates email chains and multiple versions of documents, consuming a significant amount of your time.
This app simplifies the procedure by generating a link containing a comprehensive checklist of your requests. Clients can see all required documents and questions in one place, upload their files, and submit their responses.
Through this link, you can review, accept, or reject submissions as many times as needed until everything is 100% correct and complete. If clients do not provide the required information or files on time, the system will automatically follow up based on the set timeline, sending email and text message reminders as frequently as specified.
Additionally, this app offers many more features to enhance your office’s administration efficiency and effectivness.
Send a checklist to your client and ask them to provide you with the exact documents or answers.
Everything done for you:
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Get the exact files.
Let your clients fill them out and return.
Say goodbye to the complexities of traditional CRMs and hello to “skipthepapers” – your ultimate solution for seamless file interactions, efficient requests, and enhanced communication between you and your clients.
Save templates and send them with the click of a button.
Checklist or open-ended? Your decide.
Share the link for each request or let them send files to your lead form.
100+
No need to have your own website.
100%
Get documents from your leads like a pro.
Get leads through your own lead form.
Legal
Consulting
Academic
Journalism
Business
Free-lancers
Legal
Consulting
Academic
Journalism
Business
Free-lancers
Legal
Consulting
Academic
Journalism
Business
Free-lancers
Research
Personal
Libraries
Strata
Security
Research
Personal
Libraries
Strata
Security
Research
Personal
Libraries
Strata
Security
No hidden or extra charges, this is all you will pay.
For monthly billing
For annual billing
If you need to send more than 1000 requests daily, on a consistent basis, then we need to create a custom package for you. Please contact us.
FAQs
Question not answered above? Contact us
There has never been a better time than right now.