Solutions
Solutions by vertical
Each vertical has its own document lists, workflows, and client expectations. Choose the one that matches your business.
Choose your vertical
See the document lists and intake flow tailored to your clients.
CPAs / Tax
Tax packets and year-over-year client intake.
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Property Management / HOA
Resident and vendor documents without inbox chaos.
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Small Law Firms
Matter intake, discovery packets, and document checklists.
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Mortgage / Lending
Borrower packets, loan documents, and intake checklists.
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Not sure which vertical fits?
We will map your workflow and recommend the right setup.