No portal. No login. No chasing.
Automated document collection for finance, legal, and operations teams.
Create a campaign with the documents required — W-9, COI, ACH authorization, or any custom type. Add your recipients.
Recipients receive a plain email. They reply with attachments. No portal, no account, no friction. Auto-reminders handle the rest.
Every submission is checked automatically — correct document type, legible, signed, not expired. You approve or reject in one click.
Your counterparties reply to an email to submit documents. No new software, no accounts, no training required on their end.
Every submission is validated automatically — document type, completeness, signature, expiry. Exceptions are flagged for human review.
A configurable reminder schedule chases non-respondents on your behalf. Your team focuses on exceptions, not follow-ups.
SOC 2-ready architecture. Encrypted at rest and in transit. Full audit trail. Designed for financial services, healthcare, and legal.
DocChase is in private beta. Request early access and we'll be in touch within 24 hours.