Stop chasing
PDFs.
Clients drop transcripts, IDs, contracts and essays straight into the booking. Everything lands neatly filed under their name, encrypted at rest, ready before the meeting starts.
From client,
to you.
Document collection happens during booking — not in a separate email later. By the time the meeting hits your calendar, the files are already filed, encrypted, and ready to download.
Every file. Already where it belongs.
No “did you get my essay?” emails. Every upload is grouped by client, tagged by meeting, and searchable across your entire practice.
Whatever
your clients send.
Restrict per meeting type if you want — accept only PDFs for legal intake, anything goes for tutoring. Up to 25 MB per file by default, 250 MB on Studio.
- ✓File types per meeting type (PDFs only, images only, etc)
- ✓Max files per booking (1 to unlimited)
- ✓Size limit per file (default 25 MB)
- ✓Auto-delete after 30 / 90 / 365 days
They see their files,
not yours.
Every client gets a private, branded portal. No login — a signed link in their booking confirmation lets them re-download anything they uploaded, view past meeting notes, and join the next call.
- ✓Token-based access — no account creation friction
- ✓Re-upload missing files without rebooking
- ✓Branded with your logo, name, and accent color
- ✓Mobile-friendly — usable from a phone
The old way was a mess.
Dropbox folders, email attachments, “can you re-send?”, lost zips. None of it tied to a meeting. None of it organized by client.
One inbox.
Every client.
Stop searching three apps for one transcript. Free for fourteen days.
