Stop chasing documents

Your client’s documents,
without chasing them.

The client uploads from their link. Then, in the same case, you generate documents, collect signatures, and work with colleagues or external collaborators — no scattered emails.

Create your first case Discover features

Free plan available · No credit card required

2 min

To the first case

Zero

Useless emails

Always

Available

248

Documents

64

Procedures

12

Active signatures

Give your clients amazing service!

DocumApp is more than internal software—it is how you deliver a tidy, fast, professional client journey with fewer stray emails.

Faster workflows

Clients upload, sign, and follow progress without chasing emails.

Professional experience

A dedicated portal, concise notifications, and guided experiences signal expertise.

Trust that grows

Less confusion breeds repeat business with calmer stakeholders.

When clients move faster alongside you it becomes differentiation—and DocumApp is built for exactly that.

Start for free Discover benefits for your clients

0+

Integrated features

0Zero

Files lost forever

0%

Documents always available

0Instant

Team collaboration

Features

Everything you need

A complete platform to manage documents and procedures and collaborate with your team—simply, securely, and at scale.

Document Management

Organize your documents in folders and subfolders. Upload, preview, and share files in seconds.

Folders and subfolders

In‑app file preview

Automatic S3 backup

Procedure Management

Create procedures with customizable templates. Track status, deadlines, and metadata.

Reusable templates

Deadline tracking

End‑to‑end workflow

Composer

Draft letters, contracts, and notes directly in the platform. Two editor modes and PDF export ready for your procedure.

Classic or Visual editor

Built‑in PDF export

Attach to a procedure in one click

Autocompiler

Automatically fill documents and procedures using dynamic variables. Save time on every new case.

Customisable variable fields

Automatic template population

Direct integration with procedures

PDF Tools

Manage your PDFs directly in the platform: view, merge, split, and prepare documents for signature. No external software needed.

In‑app PDF viewer

Merge and split documents

Prepare files for digital signature

Digital Signature

Send documents to clients for signature. Pre‑configure fields in templates.

Legally valid signatures

Direct client invites

Always‑up‑to‑date signature status

Client Collaboration

Clients upload documents on their own, reducing your workload.

Controlled access

Self‑service uploads

Faster processes

Team & Permissions

Invite teammates, decide who can do what, and work together on the same procedures.

Custom roles

You decide who sees what

Multiple companies, one account

Advanced Security

Protected access with two‑factor controls and granular permissions on every document.

Two‑step login

You decide visibility

Enterprise‑grade protection

Always Updated

Instant notifications for every change, invitation, or update—stay in sync.

Instant in‑app notices

Email alerts too

Read / unread inbox

Dashboard & Analytics

Stats, weekly activity charts, and upcoming deadlines at a glance.

Weekly activity charts

Deadlines & priorities

Full picture instantly

Reusable Templates

Create ready‑to‑go models for recurring documents and procedures—save hours every week.

Plug‑and‑play blueprints

Reuse in one click

Quality every time

Recovery & Backup

Recover files, folders, and procedures anytime if something is deleted accidentally.

Nothing lost forever

One‑click restore

Revision history

Deadline Calendar

Keep all procedure deadlines under control in a calendar view. Never let anything expire again.

Monthly and weekly view

Deadlines linked to procedures

Automatic approaching alerts

Questionnaires

Create custom forms and questionnaires to send to clients and collect structured information.

Drag‑and‑drop builder

Send directly to clients

Responses linked to procedure

AI Assistant

Built-in AI speeds up drafting, validation, and procedure setup — you always stay in control of the final outcome.

Composer: write, improve, and generate documents

Procedures and templates from natural language

Validation note drafts and smart PDF import with OCR

Coming soon

Mobile app

Carry DocumApp in your pocket—review procedures, notifications, and files away from your desk.

Real‑time push alerts

Upload from mobile

Sign on the move

Coming soon

API integration

Connect DocumApp to CRMs and business tools via REST hooks without double entry.

REST endpoints

Webhooks & automations

Sync external data

Discover what DocumApp is

How it works

Easy from day one

The client brings the documents. You generate, collect signatures, and collaborate — all in the case.

Create the case

Open the client’s case and request the documents you need. They upload from a link — no account, no emailed attachments.

Generate and get signatures

Draft documents in the product and collect digital signatures in the same file. No PDF ping-pong.

Collaborate and close

Invite colleagues or external collaborators to the case. Everyone sees the same status: what’s missing, who must sign, when it’s closed.

Learn more: how it works

Ready to start
from the first case?

Client documents, documents you generate, signatures, and collaboration — in one place. Two minutes to start.

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Your client’s documents,without chasing them.