Different work. The same problem.
Somebody else has a document you need, and getting it out of them takes four emails and a fortnight. That is as true for a letting agent as for a family buying a house. Docsroom is the room where you ask and where the answer lands. What changes from one job to the next is the list, not the way it works.
- ApprovalEngagement letterReminder sent
- UploadCSCS cardsReminder sent
- UploadBank statementsReady to check
For work
Each page writes out the list that kind of work sends, in full. Build it once as a pack, save it as a template, and change it to match how you actually work.
Not listed? Type your kind of work, such as dog groomers or a football club, and we will write its page in front of you.
Individuals and families
The same room works for the paperwork at home. You make the list, each person gets a link to their own part of it, and the reminders run until it is done. Nobody needs an account.
Personal and family- Buying a house
- A parent’s affairs
- A house move
- Papers for a tax adviser
- A wedding
- A club treasurer
If what you do is not on the list
It probably still fits. The question worth asking is not what you do for a living, but whether these are true.
You need documents from other people
Customers, tenants, parents, candidates, subcontractors, trustees, or your own family. Anyone who should not need an account to send you a file.
You are working from a list
Every new customer, starter or tenancy, or one house purchase with twenty things on it. If the checklist lives in a Word document or on the back of an envelope, it is a pack waiting to happen.
Somebody has to chase
Usually the busiest person there, from memory, an inbox or a group chat, on a Friday afternoon. Docsroom sends the reminders instead, and stops when the list is done.
The pictures are illustrations. The names are made up.
Five jobs, followed the whole way through
Not testimonials. Five ordinary jobs written out in full, so you can see where the time actually goes.
Start with the list you already have.
Free for 14 days, no card. Send us your checklist and we will turn it into a template for you.