| Primary workflow model | Open inbound document intake inbox. Share one link or printable QR poster per folder. | Recipient-specific request checklists and multi-page questionnaires sent to named clients. |
|---|
| Submitter login requirement | No account required. Submitters enter name and email and upload up to 10 files per batch. | No-login client access links supported, with optional PIN protection. |
|---|
| Pre-approval review & file lock | Watermarked raster previews cost 0 tokens. Raw file downloads stay locked (HTTP 403) until accepted. | Item-by-item review with approve or reject actions inside each client checklist. |
|---|
| Rejections & resubmissions | Rejections are free (0 tokens). Submitters can edit metadata (title and notes) up to 3 times via their tracking link. | Reviewers reject individual checklist items with comments; clients re-upload or edit answers in the request. |
|---|
| Questionnaires & conditional logic | Custom intake form fields per folder (text, select, required flags), focused on document batches. | Full multi-page questionnaires, rich text instructions, and conditional show/hide logic. |
|---|
| Automated chasing & SMS reminders | Confirmation email with a live tracking link on submission, plus team notifications on acceptance, rejection, and 7-day retention expiry. | Scheduled email and SMS reminder sequences tied to request due dates. |
|---|
| Cloud storage & app integrations | Direct sync of approved files to Google Drive, Dropbox, and Microsoft OneDrive, with optional zero-retention purge. | Exports to Google Drive, OneDrive, SharePoint, Dropbox, Xero Practice Manager, and Zapier. |
|---|
| Free tier availability | Permanent Free Personal tier (20 renewing tokens/mo) and Free Organization Welcome tier (500 one-time tokens). | 14-day free trial (no permanent free tier). |
|---|
| Pricing model | Token-based approvals (1 token = 1 approved document). Paid plans from ₦10,000/mo (1,500 tokens) to ₦80,000/mo (20,000 tokens). | Priced by active requests and seats: Basic from $35/mo (annual) or $42/mo (monthly) for 20 active requests and 2 users. |
|---|