Doc It Easy
Client Communication and Document Collection - Streamlined
7 followers
Client Communication and Document Collection - Streamlined
7 followers
Document collection on autopilot.
Build forms in minutes, send bulk email requests, auto-remind clients who ghost you. When files arrive, embeddings get generated, ask "what skills does this candidate have?" and get the answer with exact references.
Track everything in one dashboard: who submitted, who's pending, who needs a nudge.
AI generates forms, writes email drafts, lets you chat with docs, or just plain search.
Built for accountants, Small businesses, Law firms, HR teams, and agencies.
