The document request app that gets files back fast.
Stop chasing clients for paperwork over email. Send one secure link with a checklist of what you need — Middledoc reminds them automatically until every document is in.
What is a document request app?
A document request app is software that collects files from clients through a structured, trackable workflow instead of scattered email attachments. You define a checklist of required documents, the client receives a single secure upload link, and the app tracks progress, sends reminders for missing items, and notifies you the moment everything is in.
Professionals use document request apps to cut days off turnaround times: clients always know exactly what is still needed, uploads arrive named and organized, and nobody digs through email threads looking for "the second bank statement."
Everything a document request workflow needs
Checklists, not email threads
Every request is a named list of required documents. Clients see exactly what is outstanding and what has been accepted.
One link, no client logins
Clients upload from their phone or desktop through a secure link. No portal passwords, no account creation, no app download.
Automatic reminders
Set the deadline once. The app follows up about missing items on a schedule you control, until the request is complete.
AI document recognition
Uploads are automatically classified — W-2s, bank statements, IDs, tax returns — and flagged if the wrong document was submitted.
E-signatures included
Send engagement letters and consent forms for signature in the same request. ESIGN-compliant audit trail at no extra cost.
Accept, reject, and track
Review each file, reject with a reason, and the client is prompted to re-upload. The link expires when everything is accepted.
Built for teams that collect documents every day
Mortgage brokers
Borrower docs before the rate lock expires
Immigration consultants
Case documents from applicants anywhere in the world
Travel agents
Visa documents without the WhatsApp chaos
Lenders & KYC teams
Applicant onboarding with a full audit trail
Accountants
Tax season documents without the inbox archaeology
Law firms
Client files collected securely per matter
Document request app FAQs
What is a document request app?
A document request app replaces email attachments with a structured workflow: you create a checklist of the files you need, send the client one secure link, and the app tracks what has been uploaded, sends automatic reminders for missing items, and notifies you when the request is complete.
Do my clients need to create an account?
No. With Middledoc, clients open the request link on any device and upload straight from their phone or computer — no account, no password, no app download.
Is there a free document request app plan?
Yes. Middledoc has a free plan that includes document requests with checklists, a client upload portal, and email reminders. Paid plans add more clients, storage, e-signatures, and team features.
How secure are the documents my clients upload?
Files are encrypted in transit and at rest, stored with regional data residency (EU or US), and protected by access controls and audit logging. Middledoc supports GLBA Safeguards, GDPR, and NDPA compliance workflows, with a signed DPA available.
Can I send automatic reminders for missing documents?
Yes. Set a deadline on each request and Middledoc automatically reminds clients about the specific items still missing — configurable schedule, no manual follow-up emails.
Send your first document request in two minutes
Free plan. No credit card. Clients never need an account.
Start free