Now onboarding pilot firms
Collect client documents without the chase.
DocReq sends your clients a simple upload link, tracks every request, and shows your whole caseload by progress, so nobody has to dig through email to find out where things stand.
| Client | Request | Due | Progress |
|---|---|---|---|
| Maria Alvarez | Initial disclosures | Nov 3 | All received |
| James Carter | Financial records | Nov 7 | 3 of 5 received |
| Priya Shah | Medical records | Nov 10 | None yet |
| Tom Becker | Employment history | Nov 14 | 1 of 4 received |
Discovery shouldn't run on email threads.
Without DocReq
- Document lists buried in long email threads
- Staff opening every reply to see what's still missing
- Tax returns and medical records sitting in inboxes
With DocReq
- One checklist per request, with due dates
- Every case colored by progress, at a glance
- Files stored encrypted, in one place
Three steps. No chasing.
-
Request
Choose the documents a case needs, set due dates and add notes or reference files.
-
Upload
Clients open a secure link and upload from their phone or computer. No account, no app.
-
Review
Approve, or return with a reason. When it's all in, download the approved set in one ZIP.
What your client sees
A checklist they can finish from their phone.
Clients tap the link in their email and see exactly what you need. They snap a photo or pick a file, and you see it the moment it arrives. No account, no password, no app to install.
If something isn't right, you send it back with a reason, and they can re-upload in the same place.
Harper & Cole Law
Financial records
2 of 5 received · due Nov 7
Built-in AI
AI that does the first pass, so your team doesn't have to.
Every AI feature is a suggestion. Your team always makes the final call, and each firm decides whether to turn it on.
Checked the moment it's uploaded
Each file is read as it arrives and compared with what you asked for: the right document, the right dates, your client's name, readable pages. If something's off, the client is told before they submit, so they can send a better one.
This driver's license expired in March 2026. Please upload a current ID.
Statements added up across files
Clients can send one statement or pay stub per file. DocReq reads the dates on each one and shows your team which months are covered and which are still missing.
Jan – Dec 2025 · missing Jun 2025, Jul 2025
A summary before you open the file
Every file arrives with a one-line summary, the dates it covers and whether the name matches your client, so review takes seconds. Account and Social Security numbers are cut to the last 4 digits.
Chase checking ending 4821, May – Jul 2025. Name matches your client.
An assistant that knows your cases
Ask in plain English what's overdue, what's still missing, or who to remind next. It answers from your firm's cases only, and it can't send or change anything.
What's still missing for James Carter?
- Pay stubs (returned: September missing)
- Lease agreement (not uploaded yet)
Turn a request letter into a checklist
Upload a discovery request or a checklist you already use. DocReq drafts the list of documents to ask for, and you edit it before saving it as a template.
AI features run on Amazon Bedrock with US-only processing. Your documents aren't used to train AI models.
For your firm
One view of every case
- Calendar and case list colored by progress
- One-click reminders, with a heads-up if the client was already contacted today
- Preview, comment, approve or return in the browser
- Share approved documents with co-counsel by secure link
- Roles for attorneys and staff
For your clients
Simple enough for anyone
- A clear checklist of what's needed and by when
- Upload from a phone camera or a computer
- Mark a document as not available, with a note
- See what was returned and why, then re-upload
- No password to remember
Made for the people who do the chasing
Solo attorneys
Stop being your own follow-up department.
Paralegals and staff
See every outstanding request across every attorney's cases.
Growing firms
One shared process instead of everyone's own spreadsheet.
Confidential by design
Built for tax returns, medical records and everything else clients would rather not email.
- Encrypted storage in the USFiles open only through short-lived links.
- Separate database per firmYour data never shares a table with another firm's.
- Role-based accessClients see only their own requests.
- Activity logEvery approval and return records who and when.
Be one of our first firms
We're working closely with a small number of pilot firms: personal setup, training, and a direct line to the people building DocReq.
Pilot pricing
Coming soon
Common questions
Do clients need an account?
No. They use a secure link from their email.
Where is data stored?
Encrypted, on Amazon Web Services in the United States.
Is the AI required?
No. AI features are off until your firm turns them on, and they only ever suggest. Your team decides.
How long does setup take?
Still to be decided. We'll go over timing on your demo call.