Automate recurring document collection and follow-ups — without manual chasing.
Actis Docs automates recurring document collection and follow-ups through a structured workflow — scheduled requests, secure uploads without accounts, centralized review, and automatic document renaming on export, all without manual chasing.
- A real review inbox: approve, reject, and re-request with context
- Recurring templates for monthly/quarterly/annual requests
- Clean exports + uniform file naming for handovers and audits
Recurring document chasing doesn’t scale
When documents repeat every month or quarter, email turns into a follow-up treadmill: unclear status, wrong files, missed deadlines, and messy exports.
The same documents have to be chased every month or quarter
There’s no single view of what’s missing, uploaded, or approved
Clients send the wrong file — or the right file in the wrong thread
Deadlines slip because reminders are manual and inconsistent
Exports require renaming, sorting, and cleanup every time
Progress lives in inboxes, making handovers slow and fragile
Actis Docs replaces the follow-up treadmill with a repeatable system: schedule requests → clients upload via link → you review in one place → export cleanly.
A repeatable workflow for recurring document collection
Designed for how firms actually work: recurring requests, clear review decisions, and clean outputs every time.
A workflow, not a folder
Actis Docs is built around structured requests, frictionless collection, and clear review decisions — all automated.
Custom templates that actually match your workflow
Define which documents you need and how often — then reuse the exact same structure across onboarding, monthly cycles, and compliance routines.
- • Pick the documents expected per request
- • Choose frequency (monthly / quarterly / annual) or one-off
- • Keep requirements consistent across your client base
Control exactly who receives what — and when
Enable templates per client when you’re ready. That means different clients can be on different cadences, without you juggling reminders or spreadsheets.
- • Turn templates on/off per client
- • Keep recurring requests running automatically
- • Always know who’s due, late, or complete
A fast review loop that prevents bad documents from slipping through
Review documents inside the workflow: approve when correct, reject with context when not. When you reject, the system can immediately re-request the correct file.
- • See what’s awaiting review instantly
- • Reject once → client gets a replacement request
- • Track what’s approved vs outstanding per client
Automatic renaming and audit-ready exports
When you download or export, documents follow a consistent naming convention — so you don’t waste time cleaning up files or fixing “final_final_v3.pdf”.
- • Consistent filenames across clients
- • Organised exports for audit and handover
- • Less admin work after the fact
Emails that keep clients moving — without you following up
Clients get clear notifications when documents are requested, received, approved, or rejected. And they’re reminded at the right time — including 2 weeks before deadlines.
- • “Received” + “Approved” confirmations
- • Replacement requests when denied
- • Deadline reminders (including 2 weeks before)
What Actis Docs replaces: email threads, shared drives, spreadsheet checklists, and the mental load of remembering who still owes what.
For anyone who has to chase documents
Whether it’s a one-off request or the same documents over and over, Actis Docs is built to remove the friction from collecting and validating files.
One-off requests
When you need the same set of documents from many different people — once — and want it done cleanly.
- Onboarding and intake
- Compliance or verification requests
- Due diligence and audits
- Anything that shouldn’t live in email threads
Recurring document collection
When you need the same documents repeatedly from a group of clients — monthly, quarterly, or annually.
- Ongoing client checklists
- Deadline-driven workflows
- Clear visibility into what’s missing
- Less manual follow-up and validation
Anyone who values their time
If document collection is slowing you down, Actis Docs replaces ad-hoc processes with something you can rely on.
- Fewer mistakes and rework
- Clear review and approval steps
- No more guessing who still owes what
- Cleaner handovers at the end
Actis Docs starts simple — built for individuals and small teams today. As it grows, it’s designed to support larger teams, higher volumes, and more complex client bases without changing how the workflow feels.
Priced for the time it gives back
Most teams recover the cost in 1–2 hours — and then save that time per client, per month.
Entry
Compliance & correct uploads (no automation)
$19 / mo
- Request a defined set of documents per client
- Clients upload into the correct slots (less wrong files)
- Review uploads: approve / reject / re-request
- Clear visibility of what’s missing vs received
Core
Full automation
$59 / mo
- Recurring templates (monthly / quarterly / annual)
- Automated reminder emails until complete
- Auto re-requests for rejected / missing documents
- Uniform naming + clean exports
Professional
Unlimited + priority product input
$89 / mo
- Unlimited templates
- Unlimited clients
- Unlimited requests per month
- Preferential support + influence new features
ROI: Most teams earn back the subscription in roughly 1–2 hours of admin time — and then save that time again per client, per month by removing follow-ups, wrong files, and manual chasing.
This is a homepage summary. A full pricing page can add limits, add-ons, and team options in detail.
Tenant-safe by design
Actis Docs is built with multi-tenant safety and controlled access patterns from day one.
Protected app access
Authenticated routes are guarded server-side and via middleware — users only see their own workspace.
Scoped data access
Queries are scoped by user ownership and designed to work with row-level security patterns.
Rate-limited endpoints
Sensitive API routes are throttled to reduce abuse on token checks, uploads, and public portal routes.
Secure upload portals
Clients upload through secure links, designed to minimize friction while keeping access controlled.
Observability built-in
Instrumentation and request-scoped logging help you diagnose issues fast as you scale.
Audit-friendly outputs
Uniform naming and structured workflow states make exports clean and easier to audit.
Stop chasing documents. Run the workflow.
Actis Docs gives you a dashboard for attention, an inbox for decisions, templates for recurrence, and clean exports at the end.