Docsroom

One way of working. A great many jobs.

Every job below is the same shape: ask for exactly what you need, let the right person answer, check what comes back, and keep score until it is complete. What changes is the list, who answers, and what a good answer looks like. It works the same for a business asking its customers and for a family gathering its own papers.

Clients

Every client a room of their own

Ardley Foods

2 packs · 14 requests

4 awaiting

Redhill Groundworks

1 pack · 7 requests

2 late

Carter & Lowe

3 packs · 22 requests

All in
Personal and familyPaperwork at home: a house purchase, a parent’s affairs, a move or a wedding. You make the list; each person gets a link to their own part of it. Employee and client onboardingA new starter’s details and documents, the employer’s terms, or a new customer’s identity and details, as forms with the right fields. Lettings and referencingRight to rent, references and guarantors for every tenant on a tenancy, each answering from a link of their own. ConstructionInsurance, CSCS cards and method statements from every subcontractor, in before anybody starts on site. Health and social careStaff files, training records and the evidence an inspector asks for, one person at a time. Nursery and school enrolmentA guided pack for a parent: the child, carers, collection, health, consents and documents, with a privacy note first and section by section. Legal intakeIdentity, the client’s account, a conflict check naming everyone else involved, the evidence, and the client care letter to approve. RecruitmentA compliance pack for each candidate, started for a whole desk at once from one list. Data roomAn indexed room for a business sale. Every bidder sees the documents; each bidder’s questions stay with that bidder; every download is logged by party. Missing receiptsOne request per missing receipt, addressed to whoever spent the money: a site manager, a sales rep, a club’s volunteers. A photograph from a phone lands on the request that asked for it. Payroll inputsHours, overtime and absences in a table the employer fills in and approves. Export the CSV and run payroll from exactly what was confirmed. Bookkeeping, VAT and year-endFor accountants and bookkeepers: the monthly, quarterly and annual packs, with reminders that stop when the list is done.

The same foundation

A client can be a company, a family, an employee, a matter or a deal. Request packs with sections. Requests that are a question, an upload, a decision, an approval, a table or a form.

The same discipline

Awaiting reply, ready to check, complete; for a table or a form, in progress, submitted, needs correction, accepted. A document arriving is not a request completing. An exception is accepted by someone with the right to, with a reason on record.

The same door for everyone you ask

A private link, no password. A parent, a tenant, a new starter, a bidder and a company director all arrive the same way and see only what is theirs.

Start with the job that hurts most.

Free for 14 days, no card. Templates for onboarding, enrolment, legal work, payroll and a data room come with it; anything else is a list you write once and keep.