Eight parts of one workflow.
From the first request to the exported file. Each page says what is in place today and what is planned.
- 1Automated remindersSealio follows up until every required document is in.
- 2Create requestsTurn a checklist into a document request in under a minute.
- 3Approval & rejectionAccept a file or return it with a reason, at keyboard speed.
- 4DashboardOpen on what needs attention: to review, overdue, expiring.
- 5Team & accessFive roles, invitations by email, and a record of who did what.
- 6DiscussionNotes on each item keep questions next to the document.
- 7SecurityEncrypted storage, firm-level isolation and a tamper-evident audit trail.
- 8ExportingDownload a request as a ZIP, clients as CSV, or your whole firm.
Your next client is the last item on the list.
Start with a ready-made checklist or build your own, invite a client, and watch the stamps land.