Build a multi-step flow. Send a link. Your client signs, answers, and uploads — all in under 5 minutes. No account needed.
No credit card required. 14-day free trial.
Pick a pre-built template or create a multi-page flow with signature pages, question forms, and document upload slots.
Enter your client's name and email. Get a magic link they can open on any device — no account needed.
Track progress in real-time. Download organized documents. Get notified when they're done.
Clients walk through one page at a time. Progress bar, auto-save, back/next. No confusion.
Drawn or typed signatures on disclaimer pages with IP address and timestamp audit trail.
Questions, document uploads, and signature pages — in any order. One flow covers everything.
Free push reminders via PWA. No SMS costs for basic follow-ups. Email as fallback.
Designed for phones first. Camera capture for documents. Installable as a PWA.
Row-level security, encrypted storage, org-scoped paths. Your data never crosses boundaries.
Pre-built templates with realistic fields, disclaimers, and document slots. Pick one, customize it, send.
Tax returns, bookkeeping onboarding
Client intake, personal injury, estate planning
Employee onboarding, benefits enrollment
Project kickoff, client discovery
No per-user pricing traps. Pick a tier, get your seats. Upgrade anytime.
AES-256 at rest via Supabase
Database-enforced tenant isolation
Magic links — zero friction, zero passwords
Every access logged with IP and timestamp
Sign up, pick a template, and send your first request in under 10 minutes.
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