Document Collection

Stop chasing clients for files

You send an email asking for 5 documents. They reply with 2 attached to a thread you'll never find again. Portico gives clients a clear checklist of exactly what's needed, with automated follow-up until everything arrives.

Start FreeView Pricing →

The email chase

Collecting documents over email creates problems you do not notice until they cost you time.

Files scattered across email threads

Tax returns in one thread, bank statements in another, ID in a text message. You piece it together manually every time.

Wrong formats and missing pages

Clients send screenshots of documents, password-protected ZIPs, or the wrong year's tax return. You follow up again.

No visibility into what's outstanding

You do not know what has been received vs. what is missing until you manually check. Clients do not know either.

Sensitive files in insecure channels

Tax documents, contracts, and personal data flowing through unencrypted email attachments with no access controls.

File upload step in client form
Clients see exactly what documents to upload, with type restrictions and multi-file support.
Dashboard showing document status
See which documents have arrived and which are still outstanding — at a glance.

Automated reminder email

Item-specific reminders tell clients exactly which documents are still needed.

How it works

From setup to done

1

Build your document checklist

Add file upload fields to your onboarding template. Set file type restrictions (PDF, images, spreadsheets) and mark which documents are required.

2

Send one link

Your client gets a branded portal showing exactly what's needed. They upload files alongside form fields and signatures — all in one place.

3

Automated follow-up

If documents are missing, reminders name the specific files outstanding. Reminders stop automatically as items are completed.

4

Everything lands in your dashboard

All documents are stored encrypted, organized by client, and accessible from your onboarding dashboard. Export as a branded PDF or download individual files.

What's included

Multi-file uploads with type restrictions

Request specific file types (PDF, JPEG, spreadsheet) and allow multiple files per field.

Encrypted storage

Every file is encrypted at rest. Download links are time-limited and scoped to authorized users.

Automated item-specific reminders

"You still need to upload your bank statements." Not "please complete your form."

Documents alongside forms and signatures

Collect files, form responses, and signed agreements in a single flow — not separate tools.

Progress visibility

See which files have arrived, which are missing, and who needs a nudge — without checking email.

Client portal access

Clients can return to their portal to view uploaded documents and add missing ones.

Frequently Asked Questions

Related pages

Ready to stop chasing clients for documents?

Start free. Your first document collection flow in under 10 minutes. No credit card required.

Start Free