Docsroom

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 it is 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.

Clients

Open, awaiting a reply, and overdue

Ardley Foods

14 open · 4 awaiting them

3 days

Carter & Lowe

22 open · 6 awaiting them

On time

Marlow Dental

8 open · nothing awaiting them

All in

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.

HR and onboardingRight to work, contracts and everything before day one Law firmsClient intake, identity, matter bundles and disclosure Letting agentsRight to rent, referencing, deposits and inventories ConstructionSubcontractor verification, insurance, RAMS and qualifications Estate agentsIdentity, proof of funds and the chain, on both sides of a sale AccountantsYear ends, VAT quarters, tax returns and the records behind them SchoolsAdmissions, trips, medical forms and staff files RecruitmentCandidate compliance packs, per placement Nurseries and early yearsEnrolment, consents, health and who may collect BookkeepersThe receipts and explanations that hold up a month end Health and social careStaff files, training records and the evidence an inspector asks for CharitiesTrustee records, grant conditions and the evidence behind a claim Property managementContractor certificates, compliance and service charge evidence Insurance brokersRenewal information, proposal forms and claims paperwork Finance and lendingMonthly reporting packs and the records behind a facility Corporate financeAn indexed data room with a party for every bidder
Not only for work

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 or remortgaging, with everyone on the mortgage
  • Sorting out a parent’s affairs with your brothers and sisters
  • A house move, with the meter readings, keys and new addresses
  • A family’s papers, gathered for a tax adviser
  • A wedding, and what each supplier still owes you
  • A club treasurer’s receipts for the year
The test

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

Clients, 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 client, 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

And that somebody is usually the busiest person available, doing it from memory, from an inbox or a group chat, on a Friday afternoon.

Worked through

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.

A house purchaseTwo buyers, a vendor and a gift letter A new starterSix things before a care worker’s first shift A nursery’s September intakeTwenty-eight families, six weeks, one person doing it The sale of a companyTwo bidders, and the question nobody can answer A month endWhere the four days actually go

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.

Start freeBook a walkthrough