Send a request. Recipients reply with attachments. AI validates every submission and automated reminders handle the follow-ups. No portal, no login, no training.
Hi Jane,
To complete your onboarding, please reply to this email with the following attached:
Just hit reply and attach the files — no portal, no login.
— The Acme Corp team
DocChase turns your inbox into a compliant document collection pipeline.
Create a request listing the documents required — W-9, COI, ACH authorization, or any custom type. Add your recipients by name and email.
Recipients receive a plain email. They reply with attachments from whatever client they already use. No account, no friction. Automated reminders chase non-responders.
Every submission is checked automatically — correct type, legible, signed, not expired. Exceptions surface in your dashboard for one-click review.
Not a portal. Not a form builder. A real pipeline with real guardrails.
Recipients reply to a normal email. No logins, no downloads, no training. If they can send an attachment, they can respond to a DocChase request.
Every submission is classified and validated automatically — document type, completeness, signature, expiry. Ambiguous cases are flagged for human review.
A configurable reminder schedule chases non-responders on your behalf. Your team focuses on exceptions, not follow-ups. Escalate or pause in one click.
SOC 2–ready architecture. Encrypted at rest and in transit. Immutable audit trail on every state change. Designed for finance, legal, and healthcare.
Architecture built from day one to meet SOC 2 Trust Service Criteria.
Documents are encrypted at rest (KMS) and in transit (TLS) throughout the pipeline.
Every state change is logged. Exports on demand for auditors or regulators.
Ship your first document request in under five minutes. No credit card, no portal setup, no onboarding call.