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CoyaDocs
How it works

From “please send me your documents” to done

CoyaDocs handles the request, the reminders and the filing, so document collection stops eating your week. Here's how it works for your firm, and for your clients.

For your firm

Set it up once, then watch it run

  1. 1. Create a request list

    Build it from a reusable template or from scratch. Just type the documents you need.

  2. 2. Assign it to a client

    Send one client a secure link, or invite multiple contributors for complex engagements.

  3. 3. Track completion

    See at a glance which clients are done, in progress, or haven't started, across your whole book.

  4. 4. Download when complete

    Files are encrypted on arrival and filed by client. Grab everything once the list is in.

For your clients

No account. No confusion. Just upload.

  1. 1. Receive a link

    Your client gets an email with a secure link. No account, no password to create.

  2. 2. See only what's left

    They open a minimal portal showing only the documents still outstanding, nothing else.

  3. 3. Upload each item

    One clear upload zone per document. Drag, drop, done. Works just as well on a phone.

  4. 4. Get gentle nudges

    Automatic reminders follow up if anything is still missing, so you don't have to.

Multi-contributor lists

Collect from several people on one request

Some engagements need documents from more than one party: an applicant and an employer, or a client and their bookkeeper. Assign specific items to each person, each with their own focused portal.

  • Invite multiple contributors to a single request
  • Each party sees only the items assigned to them
  • Track every contributor's progress in one view
The contributors on a CoyaDocs mortgage request: the applicant, a co-applicant and the employer, each with their own upload link.

Automatic reminders

Let CoyaDocs do the chasing for you

Set a cadence once and we send polite, timed reminders until every document is in. You stop writing “just following up” emails, and things still get done.

  • Smart reminder schedules you control
  • Reminders stop the moment a file arrives
  • A friendly, on-brand tone that protects the relationship
A CoyaDocs request's details: reminders set to weekly, the last one sent on 31 July, and three documents still outstanding.

Status tracking

Always know who still owes you what

A single dashboard shows every request, what's received and what's outstanding across all your clients. No spreadsheets, no mental tracking.

  • Live status: received, pending, overdue
  • Per-client and firm-wide views
  • Know when to nudge and when you're done
The CoyaDocs dashboard: fifteen active clients and four requests completed in the last 30 days, above the list of requests needing attention.

Be first in line at launch

Join early access and your invite arrives with a 14-day free trial.