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.
Doc It Easy Reviews
Reviews
Most Informative