AI SaaS

DokuTrak

The AI assistant that chases your clients' documents.

ABy ArthurLaunched Sep 28, 2026 UTC0 comments

Overview

The work isn't the hard part. Getting clients to send everything before you can start is — three emails, a call, a blurry photo of page 1 of 3, last year's W-2.
DokuTrak is the assistant that does the chasing. Your clients get a clear view of what's still missing instead of your fifth reminder. When you sit down to work, the file is complete and the wrong files have already been flagged.
You approve every file — the AI never does. Clients upload from one link, no account, nothing to learn. First request free.

Screenshots

Screenshot 1 of 5

Features

1Automated follow-ups for missing client documents

2One secure upload link, with no client account required

3AI flags wrong or incomplete files at upload

4You review and approve every file

5Clear progress tracking for each request

FAQ

Do my clients need an account to send documents?

No. You send one secure request link. Clients open it and upload the requested files without creating an account.

Does the AI approve my clients' documents?

No. DokuTrak flags files that may be wrong or incomplete. You review each file and decide whether to accept it or ask for a replacement.

Alternative To

FileInvite Content Snare Suralink

Discussion

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