Document collection for professional firms

Stop chasing documents. Start closing work.

Create client workspaces, request specific documents, auto-remind clients, and track completion before missing files slow down the work that matters.

Client packet

Bennett Audit request

Engagement letterReceived

Bank statementsReceived

Payroll summaryReceived

Fixed asset scheduleDue Friday

Tax noticesWaiting

Why firms choose Submitly

Create a clean, branded hub for every engagement so clients always know where to go and what is still missing.

Replace vague email threads with exact checklists for statements, IDs, letters, schedules, and custom firm needs.

Nudge clients before deadlines slip with polite follow-ups that keep the work moving without manual chasing.

See requested, received, overdue, and ready-for-review documents from one shared command view.

How it works

Submitly turns document collection into a repeatable workflow for firms and a focused checklist for clients.

Choose a reusable packet or tailor a checklist for the client, matter, loan, or engagement.

Send a secure upload workspace where clients can submit documents without creating an account.

Submitly keeps completion visible and reminders running until the packet is ready for review.

Pricing

Pick the workspace volume your firm needs today. Upgrade when every team wants their own packet templates and dashboards.

For small firms replacing ad hoc email collection.

$49.00/mo

For growing teams managing higher-volume intake.

$149.00/mo

Ready for a cleaner close?

Localized formatting