Document collection for the way your industry works.

Every firm that asks clients for documents has the same problem and its own vocabulary. Sealio keeps one model and changes the words.

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Find your industry.

Accounting and immigration start with ready-made checklists. The others build theirs in the checklist builder, usually in a few minutes.

  1. 1Accounting & taxTax returns, monthly bookkeeping and year-end, client by client. Starter checklists
  2. 2ImmigrationOne application per case, with stages, expiry dates and renewals. Starter checklists
  3. 3Mortgage & lendingIncome, identity and property documents from every borrower. Build your own
  4. 4HR & onboardingIdentity, tax and banking forms from every new hire. Build your own
  5. 5InsuranceApplications, renewals and claims with the evidence attached. Build your own
  6. 6LegalClient intake and matter documents, kept on the record. Build your own
  7. 7Marketing agenciesBrand assets, access and briefs from every new client. Build your own
  8. 8EducationAdmissions and enrolment documents from students and families. Build your own

Your industry is missing? That is an opening.

If your work means asking people for documents, Sealio already fits: property managers collecting tenant applications, clinics collecting referrals, franchises collecting supplier paperwork. Choose the general pack, name your cases, and build your first checklist.

Firms that arrive first shape what comes next. Tell us what you collect and from whom: the industries firms ask for decide which starter checklists are built next.

Start my free trial Tell us about your industry

One model for every industry.

Industry packs change the terminology, not the mechanics. What you learn in one kind of work applies to the next.

Requests
A checklist sent to one or more people, with a due date. The unit Sealio tracks until every required document is accepted.
Schedules
The same request, sent again every month, quarter or year, for work that repeats.
Cases
One piece of work with stages and internal notes. Named Engagements, Applications, Files, Onboardings, Claims or Matters by your industry pack, and renameable.
Checklists
Reusable lists you build once: sections, instructions, accepted file types, required or optional, and expiry dates.

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.

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