Automate document collection without the chasing.
Scheduled requests, secure client uploads without accounts, centralized review, and clean exports. All automated.
- Try free today
- Setup in minutes
- Cancel any time
- Review inbox — Approve, reject, and re-request documents with full context.
- Recurring templates — Weekly, monthly, quarterly, semiannually, or annual — set once and let them run.
- Clean exports — Uniform file naming for audit-ready handovers every time.
Recurring document chasing doesn't scale
Every collection cycle burns hours you shouldn't be spending — chasing responses, sorting wrong files, manually reminding clients, and cleaning up exports before you can even start the work they're meant to support.
Hours wasted chasing the same documents every cycle — manually, every time
No single view of what's missing, overdue, or still waiting on a client
Clients upload the wrong file, the wrong version, or to the wrong place
Deadlines slip because every reminder has to be written and sent by hand
Exports mean renaming files, reorganising folders, and cleaning up the mess
Progress is buried in inboxes — invisible to anyone who wasn't on the thread
Actis Docs eliminates the manual work entirely. Schedule requests once → clients upload via link → review in one place → export cleanly — on every cycle, automatically.
Set it up once. The system does the rest.
Create clients, build reusable templates with required or optional documents, enrol clients — and Actis Docs handles the sending, chasing, reviewing, and exporting automatically.
A workflow, not a folder
Flexible templates, frictionless client uploads, and a clear review inbox — with automated sending, reminders, and re-requests built in.
Flexible templates
Build a template once with your required and optional document fields. Enrol any client — they only need to upload what applies to them. Set the cadence from weekly to annually, or trigger a one-off manual request any time.
No account needed for clients
Clients get an email with a link to their personal upload portal. They click, upload, and submit — no sign-up, no password, no friction.
- Each portal link is unique per client per cycle
- Rate-limited and access-controlled
- No download — works in any browser, mobile-optimised coming soon
Review inbox
Preview uploaded documents without downloading them. Approve what's correct or reject with a reason — a re-request email goes straight to the client listing only the missing documents.
Every pending decision, one place.
All uploads across all clients land in one inbox. No digging through folders or email threads to find what needs attention.
- Preview docs in-app — no downloading needed
- Reject once → re-request sent automatically
- See approved vs outstanding per client at a glance
Audit-ready exports
Export a complete, uniformly named set of documents when a cycle is done — clean and consistent every time, with no manual renaming.
Per-client enrolment
Enrol clients in any template individually. The template controls the cadence — enrol different clients in different templates to match their needs.
Automated reminders
Clients are reminded automatically as deadlines approach. Outstanding items trigger follow-ups without you lifting a finger.
For anyone who collects documents from clients
Whether it's a one-off intake or a recurring cycle, Actis Docs replaces the manual work with a structured, automated workflow.
One-off requests
Use a manual template to collect a defined set of documents from a client once — without any recurring schedule.
- Client onboarding and intake
- Compliance and verification
- Due diligence and audits
- Anything that shouldn't live in an email thread
Recurring collection
Set up a template with the required documents and a cadence — weekly, monthly, quarterly, semiannually, or annually. Enrol clients and the system handles everything from there.
- Ongoing client document checklists
- Deadline-driven workflows with automatic reminders
- Full visibility into what's submitted, approved, or missing
- Re-requests sent automatically when documents are rejected
Anyone tired of chasing
If you spend meaningful time every cycle following up on documents, Actis Docs gives that time back.
- No more manual reminders or follow-up emails
- Clients upload via link — no account, no friction
- Review in-app without downloading anything
- Cleaner exports and handovers at the end of every cycle
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.
Free trial
Try everything, free
$0during trial
- 10 clients, 10 requests, 3 templates
- Full automation during trial
- Review inbox: approve / reject / re-request
- Secure client upload links
Pro
Full automation
$29/ month
- 25 clients · 50 requests/mo · 10 templates
- Recurring templates (monthly / quarterly / annual)
- Automated reminders + auto re-requests
- Uniform naming + clean exports
Business
Unlimited everything
$79/ month
- Unlimited clients, requests, and templates
- Full automation + recurring workflows
- 50 MB file upload cap
- Audit-ready exports
Need higher limits or custom features? Contact us for an enterprise quote.
See full pricing & feature comparisonSecure by design
Access controls, isolated workspaces, and one-way upload flows — built in from the start, not bolted on.
Protected app access
Authenticated routes are guarded server-side and via middleware — every user only ever sees their own workspace and data.
Isolated data access
All queries are scoped by user ownership — data is cleanly separated between accounts so nothing leaks across boundaries.
Rate-limited endpoints
Sensitive API routes are throttled to reduce abuse on token checks, uploads, and public portal routes.
One-way upload portals
Clients submit documents through secure, scoped links. Once uploaded, documents live in your workspace — clients have no way to retrieve or view them after submission.
No client accounts
Clients access via secure upload links only — no passwords or accounts to create, manage, or compromise.
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.
Setup in minutes · Cancel any time