zendoc

A good fit for

Not confirmed yet.

Know the limitations

• AI only suggests flags and drafts; a human must approve every flagged file and message before it is sent to clients.
• Clients must use the provided upload link; no signup or password is required but the system relies on this single link for access.

What you can do

• Law firms collecting intake packets, retainers, case documents, photo IDs, retainer agreements, and court filings before matters stall.
• Accounting firms collecting W-2s, 1099s, and K-1s in one portal before tax season peaks.

Features

• Client portal with a single link for clients to upload files, fill forms, and sign without needing to sign up or remember passwords.
• Automatic document checking on upload for wrong document types, illegible scans, missing pages, and expired IDs with specific reasons flagged immediately.
• Drafted follow-up messages for flagged documents that users can approve and send to clients, with automated reminders for outstanding items.
• Reusable workflows to define checklists for matter types once and reuse them for every client.
• Built-in legally-binding e-signatures with tamper-evident audit trails integrated into workflows.

Integrations

• Includes client & company CRM integrated with the portal, forms, e-signatures, and messaging in one tool.

Platforms & data export

• Web-based portal accessible on phones without requiring client signup or passwords.
• Documents are stored with tamper-evident audit trails on every signature, ensuring encrypted and auditable records.