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Drop or browse
Features ▸ Documents
Client documents,
no chasing.
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.
Encrypted at rest · SOC 2-certified infrastructure
PDF
1.2 MB
IMG
880 KB
DOC
44 KB
XLS
12 KB
01 — how it works
File upload,
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.
01
Asked during booking
You set required documents per meeting type. Clients see them at booking step 3 — before they ever hit confirm.
Step 3 of 4 · Upload materials
↑
Drop files here, or browse
PDF, DOCX, JPG, PNG · up to 25MB
“Please upload your transcript and a draft SOP.”
02
Uploaded directly
Drag-and-drop or browse. We handle large files, progress, retries, and tag each upload with the meeting and client automatically.
PDF
✓
PDF
✓
PDF
68%
03
Auto-filed for you
Land in a per-client folder, tagged by meeting type, organized by date. Search across everything. Encrypted at rest in Supabase Storage.
📁 Clients / Aarav Patel
Visa interview prep · May 17
2 filesUniversity shortlist · May 13
4 filesIntake docs · Apr 28
3 files02 — your inbox
Every document, 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.
03 — Client document collection
Secure Client File Uploads, Organized Before Every Meeting.
Collect the right files during booking, apply your rules and file everything under the right client.
- Allowed file types
- Maximum files
- 25 MB per file
- Auto-delete · 90 days
Clients / Aarav Patel
University shortlist review
updated_SOP_v3.pdf
GRE_score_report.pdf
passport_scan.jpg
04 — the client side
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
05 — vs the old way
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.
Replaces 3 tools · saves the back-and-forth
06 — close the loop
One inbox.
Every client.
Stop searching three apps for one transcript. Free for fourteen days.
No card · cancel any time · your data, your export
