Document collection · Any professional
Client document collection, minus the chase
Requesting documents is easy; receiving them is the job. DocLoop gives every client a private page listing exactly what you need, accepts uploads without any account creation, and automates the follow-up emails that used to eat your week.
It is deliberately simple software: checklists, statuses, reminders, receipts. If you can write an email, you already know how to run it.
Everything has a status
Requested → received → reviewed, with a rejected state that loops specific items back to the client with your note. Nothing lives in an inbox where it can be forgotten.
Private links, not logins
Regenerate a compromised link in one click. Clients never see your other clients, and there is no credential store to breach on their side.
Proof of work
Export any client or engagement as CSV: what was asked, when it arrived, who chased, what was uploaded. Auditors love it; enterprise tools charge extra for less.
Frequently asked questions
- Who is this for?
- Anyone whose revenue waits on client paperwork: accountants first, then lawyers, lenders, brokers, and consultants running recurring engagements.
- Where are uploaded files stored?
- Files go to your configured storage (Supabase Storage on the free tier setup). Uploads can be disabled entirely if you prefer clients email documents while still tracking every request.
- Is there a free version?
- Yes — three active clients, all features, forever. Paid plans exist for volume, not for unlocking basics.
Keep reading
See the difference yourself
Free plan holds three active clients with every feature — checklists, the no-login portal, automated chasers, CSV exports.