ChaseDocs Reviews & Product Details

ChaseDocs is a client document-collection tool for professional firms and agencies. You send one branded, no-login link; your client uploads files and answers questions from their phone; automated reminders chase them until everything is in; and AI reads every upload to check it is the right document, for the right period, readable and complete — then names it for you. Most firms collect client documents through an email thread, then a WhatsApp message, then another WhatsApp message. Files end up buried in chats, nobody is sure what is still outstanding, and someone on the team loses hours a week to chasing. ChaseDocs replaces that with a structured document request and a single secure link. The message still goes over WhatsApp; the files never do. Build a checklist of documents and questions, save it as a reusable template, and send it over WhatsApp or email. Your client uploads from their phone with no account and no password, and progress saves as they go. Reminders go out automatically until the checklist is complete, and stop when it is. You see live status across every client request in one dashboard. AI validation runs on every upload. Each file is checked for document type, the period it covers, readability and completeness — including whether an ID or passport expires too close to the date you are collecting for — then auto-named. A human still approves, so the AI handles the first pass and you are not opening twenty files to find the one that is wrong. Uploads route into your firm's own connected Google Drive. ChaseDocs stores the checklist, the validation result and a pointer to the file, never the documents themselves. Firms use ChaseDocs for client onboarding and KYC, corporate secretarial and compliance work, immigration and relocation packs, student applications and visas, agency briefs, and travel documents. Document types are data rather than country-specific templates, so a firm in Singapore, Kuala Lumpur, London or Chicago sets it up the same way.