Stop losing deals to "Portal Fatigue." DocChaser turns any email thread into a smart, AI-verified checklist. No logins for your clients. No manual checking for you.
Be the first to leave the "Portal Era"
One tool, infinite use cases. If you collect files, you need DocChaser.
AI sorts T4s from receipts. It nudges clients for that one missing 1099 automatically.
Gather brand assets, logos, and brief documents without a 20-email thread.
Collect sensitive evidence via secure, encrypted email paths. AI flags blurry or invalid IDs.
Response rates skyrocket when clients can just 'Reply & Attach' their proof of funds.
Automate the collection of transcripts and medical records for enrollment at scale.
Collect references and certifications without making candidates sign up for another app.
| The Client Experience | Old School Portals | The DocChaser Way |
|---|---|---|
| Accessibility | Must remember password | Just reply to your email |
| Initial Setup | 15-minute portal build | 3-second email CC |
| Verification | Manual review (You check it) | Instant AI-Verification |
| Nudges | Generic 'System' alerts | Personalized, specific nudges |
| Professionalism | Clunky 3rd party UI | Seamlessly your brand |
Email the client. CC your dedicated DocChaser address. Use plain text to list what you need.
AI builds the list. Our engine extracts requirements and tracks them against incoming attachments.
Autopilot Nudging. If a client sends a blurry photo or the wrong year, DocChaser handles the polite follow-up.
Automated Nudge Scheduled: Tomorrow, 10:00 AM
Discover why industry leaders are moving away from legacy portals and static storage in favor of AI-assisted flow.
The first 100 signups receive a free concierge test. We'll handle your first 5 client collections for you.
Privacy First. Spam Never. Efficiency Always.