Everything you need to collect client documents, and nothing you have to chase
DocAsker turns a document request into one link your client can finish from their phone. Each upload is checked by AI as it arrives, problems go straight back to the client with the reason, reminders run until the checklist is complete, and accepted files are renamed and filed for you.
Checklists that explain themselves
Start from a ready-made checklist or write your own. Each item tells your client exactly what you need, so fewer files come back wrong in the first place.
A link your client can finish on their phone
Your client opens one link and sees the whole checklist. There is nothing to install and no password to remember.
Every upload is checked before it reaches you
Most document requests go back and forth for the same few reasons. DocAsker looks for each of them on upload, explains the problem to your client in plain words and asks for a better file.
What your client sees
Retake requestedGlare hides part of the card. Tilt it away from the light and take the photo again.
What your client sees
Wrong documentThis looks like an electricity bill. Please upload your bank statement for March.
What your client sees
Wrong periodThis statement covers February. Please upload the one for March 1 to 31.
What your client sees
Signature missingThe last page is not signed. Sign it and upload all pages again.
Reminders that list only what is missing
DocAsker follows up on the schedule you choose and goes quiet as soon as the checklist is complete. Your client is never reminded about something they already sent.
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Files renamed and filed the moment they are accepted
Accepted files are renamed to one consistent pattern and saved to your DocAsker workspace or the cloud folder you already use.
Built for firms, not just one inbox
See every open request in one table, share the work, and keep a record of who did what.
Frequently asked questions
Send your first request today
Pick a checklist, add your client’s email and let DocAsker do the follow-up. Free for 14 days, no card required.