ChaseDocs
The design is signed off. You are still waiting on the copy.
One link per client, reminders that chase them for you, and a review loop that sends thin content straight back with a note — while everything lands in your own cloud, never ours.
14-day free trial, no card required. Your clients’ content stays in your cloud.
Meridian Studio
Hi Sarah — everything we need for the new site is on this page:
chasedocs.link/r/northwind-siteNo login needed ✓
Northwind Dental — website content
About page copy
Sent back for a rewrite
What to fix: this is two sentences — the layout needs three short paragraphs.
Team photos — 4 files
Accepted ✓
brand-guidelines.pdf
Accepted ✓
Services — what each one includes
Not started
You can design without the content. You cannot launch without it.
The proposal said six weeks. Week two, you asked for the copy and the photos. It is now week five, you have half the About page and a logo someone screenshotted from their own website, and the build has not started.
The brief nobody finished
You sent a twelve-page questionnaire. Four fields came back, and two of them say “TBC”.
Content arrives in six places
Copy pasted into an email, photos in a transfer link that expired, the logo somewhere in a chat.
You are the bottleneck you did not create
Design is signed off, the build is ready, and the whole project is parked on the About page.
Chasing is unbilled work
Hours a week of follow-up that never appears on an invoice, on a fixed-fee project.
So you write the follow-up again. You rebuild the list of what is missing from memory. You put the designer on something else. And when the client finally asks why the site is not live, the honest answer is that you have been waiting on them since week two — which is a difficult thing to say and an impossible thing to prove.
A fixed-fee project that slips a month on missing content is not a delay. It is margin you already spent.
You collect in three passes, not one brief.
Generic form tools assume one questionnaire with one deadline. A build is three asks, weeks apart, so ChaseDocs lets you run each pass as its own request against the same client.
Onboarding brief
Goals, target audience, competitors, tone, sites they like, plus the brand guidelines if they have any.
Content and images
Page-by-page copy, team photos, bios, testimonials, product details, anything you are rewriting rather than writing.
The heaviest pass, and the one that comes back thin most often.
Review and sign-off
The rewrites you sent back, the last missing photo, and a final approval on every item before build.
Send it back with a reason, not a sigh.
Two sentences where you needed three paragraphs. A photo that is 400 pixels wide. Review each item and either accept it or send it back with a note saying exactly what to fix — no rewriting the same feedback email for the fourth time.
The item goes back onto your client’s list with your note attached, and it keeps counting as outstanding, so the reminders keep chasing it until it is right. Accepting locks it — approved copy cannot quietly change under you the week before launch.
Northwind Dental
9 items · 3 awaiting review
About page copy
“Northwind Dental has served the area for years. Book today.”
Your note
This is two sentences — the layout needs three short paragraphs. Who you are, what makes you different, and why someone should book.
Back on their list, and the next reminder chases it.
A brief they will actually finish.
Ask for copy in a long text box, or narrow it to a pick-one or pick-many where an open question would only produce “not sure”. Put a note under any item explaining what good looks like — the example that saves you a round trip.
It saves as they type, on their phone, in the ten minutes they have. And they can send you what they have and come back for the rest, because a half-finished brief you can see is worth more than a perfect one they abandoned on page four.
Onboarding brief
Saved automatically
What should the new site do that the old one doesn’t?
Get people to actually book online instead of calling. Half our calls are just appointment times.
How should it sound?
Pick as many as fit.
6 of 11 done
Send what I haveTwelve clients. One checklist. One screen.
Onboarding a batch of clients, or collecting this month’s content across every retainer? Add them all at once and each client gets their own record, their own checklist and their own link, sent in a single action — then track the whole batch as one row.
Change the checklist once and the edit fans out to every client in the group, so realising in week two that you also need a headshot for every team member is one edit, not twelve apologetic emails.
Q3 site refreshes
12 clients · content pass
Northwind Dental
All 9 items accepted
Cendana Property
About page copy sent back
Bright Lane Legal
4 items outstanding
Satu Coffee Roasters
All 9 items accepted
Their content lands in your Drive, not our vault.
Most collection tools are the vault — that is their business model, so they will never tell you to keep the files yourself. We will, and it means one less place your team has to go looking.
It lands in your project folder
Connect Google Drive and uploads route straight there — where your designers already work, not behind another login.
Named before it lands
The AI proposes a filename on the way in, so you are not renaming IMG_4471.jpg at eleven at night.
We keep a pointer, not the file
ChaseDocs stores the checklist, the review status and a reference — your client’s content is never ours to lose.
The AI copy is transient
One encrypted copy is used for the check, then deleted the moment it finishes.
Live before your next kickoff call.
Three steps. No accounts for your clients, no content scattered across six inboxes.
- 01
Build the checklist once, per service
Start from the Client onboarding brief and Website content templates, edit them to match how you actually scope a build, and save your own copy. That pair is now your intake for every project.
- 02
Send one link per client
They tap it and start typing — no account, no password, no app to install. Progress saves as they go, so the marketing manager can do the About page on Tuesday and the photos on Thursday.
- 03
Review, and send back what is thin
Accept what is usable and reject what is not with a note explaining why. It goes back on their list, and the reminders keep chasing it until it is in.
Priced per agency, not per project.
Based on how many people you are collecting from at once. Every plan starts with a 14-day free trial.
Solo
For independent practitioners.
- 1 seat
- Up to 50 people at a time
- WhatsApp + email reminders
- Templates and group requests
- Full AI validation, auto-naming and passport expiry checks
- Bring-your-own cloud storage
Team
For growing firms.
- Up to 5 seats
- Up to 250 people at a time
- Custom branding on the client portal
- Everything in Solo
Firm
For high-volume practices.
- Unlimited seats
- High volume — up to 1,000 at a time
- Audit log (PDPA-ready)
- Priority support
- Everything in Team
No contract — change plan or cancel any time from your billing page. Prices in USD; local currency and payment rails coming to more markets.
Common questions about collecting client content.
What is ChaseDocs for a digital agency?
ChaseDocs is a content-collection tool for digital agencies. You build a checklist of the copy, answers and images a project needs, send each client their own no-login link over WhatsApp or email, and automated reminders chase them until it is done. You accept or send back each item with a note, and everything lands in your own cloud storage, not ours.
How is this different from a shared Drive folder and a reminder in my calendar?
A folder tells you what arrived. It cannot tell you what is missing, and it will not chase anyone. Here the checklist is the source of truth: your client sees exactly what is outstanding, the follow-ups send themselves on a schedule, and you get one screen showing every project and how much of its content is still open — instead of opening six folders to work out which build you can actually start.
What file types and sizes can my clients upload?
PDFs, images (JPEG, PNG, WebP, HEIC), Word documents and Excel spreadsheets, up to 25 MB per file. There is no limit on how many files go against one item. Anything else is refused — no video, no ZIP archives, no PSD, AI or InDesign files, no fonts, and no SVG. If your projects depend on collecting large design files, this is the wrong tool today and we would rather you knew now.
Can I send content back for changes?
Yes, and it is the part agencies use most. Review each item and either accept it or reject it with a note saying what to fix. Your client sees that note the next time they open their link, the upload stays open so they can replace it, and the item keeps counting as outstanding so the scheduled reminders keep chasing it. Accepting locks the item, so approved copy cannot quietly change under you before build.
Can I put my agency’s branding on it?
On Team and up, yes: your logo and one accent colour on the client portal, so the page your client lands on looks like you rather than like us. Be aware of the edges — the reminder emails and WhatsApp messages are not branded, and there is no custom domain or full white-label today.
Can I collect from several clients at once?
Yes, and it is on every plan. Add the clients as a group and each one gets their own record, their own checklist and their own link, sent in a single action. Edit the checklist once and the change fans out to all of them. One note on how it works: a checklist belongs to one contact, so if a client’s marketing lead and their office manager both need to send you things, give them a checklist each rather than sharing one link.
Where do the files end up?
In your own cloud storage. Connect Google Drive and uploads route straight there, into the folder your team already works from — ChaseDocs keeps the checklist, the review status and a pointer to the file, never the file itself. If you would rather not connect storage on day one, a short-retention encrypted bucket is the zero-config fallback.
What does it cost?
Plans start at $29/month, billed in USD by card, with a 14-day free trial and no card required. Pricing is per agency, based on how many people you are collecting from at once — not per project, not per client and not per file.
Set up your next project in ChaseDocs.
Build the checklist once, send a link to every client, and let the reminders do the chasing.
Start free trial