ChaseDocs
ChaseDocs docs
How the product works, start to finish. Short pages, plain English — read the one you need.
Getting started From an empty account to your first accepted document, in four steps. Building a request Checklists of documents and questions, reusable templates, and group requests. Sending and reminders Choose a channel, record consent, and let the follow-ups run themselves. What your client sees The no-login upload page — what it looks like, what it accepts, and what to tell clients. Reviewing uploads What the AI check does, and how accepting or asking again works. Storage and security Where your clients' files actually live, and what we keep. Team, branding and billing Invite colleagues, brand the portal, and manage your plan. Frequently asked questions Short answers to the questions that come up most.
The 60-second version
ChaseDocs replaces the part of your job where you ask a client for a document, then ask again, then dig the file out of a chat thread and rename it.
- You build a request — a checklist of the documents and questions you need.
- You send one link over WhatsApp or email. Your client does not create an account.
- They upload from their phone. Reminders chase them on a schedule, so you don't.
- AI checks each file — right document, right period, readable, complete — and suggests a name.
- You accept it or ask again, and the file lands in your own cloud storage.
New here? Start with Getting started — it walks the whole loop once, using a real client. Everything else is detail you can come back for.
Where things live
| You want to… | Go to |
|---|---|
| Create and send a document request | Requests, in the app dashboard |
| Save a checklist you reuse per service | Templates |
| See who you've collected from | Clients |
| Connect your own cloud storage, brand the portal, invite staff | Settings |
| Change plan or payment details | Billing |
| See who did what, and when | Audit log |
Signed in already? Open your dashboard. The ? button in the app header reopens the in-app getting-started checklist any time.
Still stuck? Email dev@inpresencelab.com and a human will answer.