Early access open · invites weekly
The documents arrive. You didn't need to send a single reminder.
We send one secure link and nudge your client until every file is in. We send one secure link, nudge your client until every file is in, and show you both exactly what's outstanding.
14-day free trial at launch · No card required
Your client receives one link, no login
Document request
2 documents left · due Aug 9
↑ what your client sees · your dashboard below
You can track every request
Sound familiar?
You asked for 12 files.
Three arrived. One's the wrong version.
The follow-up. The follow-up to the follow-up. Digging through threads to see what's missing, all before your real work even starts. So you write the follow-up. Then the follow-up to the follow-up. You dig through threads to work out what's still missing, rename what did arrive, and file it somewhere safe. Every client, every engagement, every time, all before your real work even starts.
YOUR INBOX, WEEK 3
Re: Re: Documents needed
Just following up on the below, still missing the…
Fwd: scan0001 (3).pdf
Is this the one you wanted? Sorry, might be the old…
Re: Re: Re: Documents needed
Gentle reminder, we're now past the date we…
See what your client sees
This is the entire experience for your client. One link, no account, no password. Try it below, everything here is simulated.
Your firm's name & logo appear here
Documents for your engagement
Requested by Hale & Fenn · due Aug 9
Encrypted in transit & at rest · Stored in Canada
Three steps. Then it runs itself.
Build the checklist
Reuse a template or type the items. Send one secure link.
CoyaDocs does the chasing
Polite reminders on your schedule, stopping the moment files arrive.
Watch it complete
Encrypted uploads, filed by client, status at a glance.
All data stored exclusively in Canada
AWS Canada (Central), Montreal. Documents never leave Canadian infrastructure, and it's PIPEDA-ready.
Encrypted in transit and at rest
TLS in transit, AES-256 at rest, on every plan. Never an upsell.
No client accounts, ever
Clients upload through a secure link. No passwords to reset, no support burden.
One flat price per firm. One flat price per firm. Never per seat.
Never per seat. Unlimited clients, requests & storage. Unlimited clients, requests and storage on every plan. 14-day free trial at launch.
Professional
$39 /mo billed annually
- 75 active clients · team features
- Custom branding on the client portal
- Firm dashboard & analytics
“Active” means a client with an open request right now. Completed and
archived clients never count.
Prices in USD; local currency including CAD at checkout.
See full plan details →
Before you ask
Do my clients need an account?
No. They open a secure link, with no account and no password. The less effort for them, the faster you get what you need.
Where is my data stored?
In Canada, at AWS Canada (Central) in Montreal. Documents never leave Canadian infrastructure, so PIPEDA residency questions have a clear answer.
Can I cancel anytime?
Yes. Upgrade, downgrade or cancel in a click. If you leave, download everything first: your files are permanently deleted from our servers 7 days after cancellation.
What counts as an “active client”?
Someone with an open request right now. Your total client list is unlimited; completed and archived clients never count toward the limit.
Is there a free trial?
Yes. Every plan starts with a 14-day free trial at launch, no card required. Join early access to be first in line.
Is my data secure?
Every file is encrypted with TLS in transit and AES-256 at rest, and access is limited to you and the people you invite.
Be first in line at launch
Join early access and your invite arrives with a 14-day free trial.