Getting started

You start with 25 free requests — no card needed. A request is one collection of documents from one client.

1. Build the request

Pick a client, choose a template package or tick the documents you need, set a due date and a reminder cadence. Have a list of documents in an email or spreadsheet already? Paste it in — it becomes a reusable bundle in seconds.

Need a signed mandate or declaration alongside the documents? Add a signature item to the same request. For a quick sign-off, your client simply types their full name and draws a signature right on their upload page. Ask for the same declaration often? Save it once as a reusable signature template (Templates → Add template → E-signature) and drop it into any request in a click.

Send one request to many clients at once

Building the same request for a whole list of clients? Flip on Send to multiple clients, tick everyone it applies to (up to 50 at a time), and send — each client gets their own private link, and each send uses 1 credit per client. Adding a declaration to a bulk send? You can attach one PDF, place the signing fields once, and every client signs the same document on their own link.

For a document to be signed, open the signature item and attach the PDF, then list who needs to sign and in what order. You can now place the signing fields yourself: hit "Place signing fields", pick a signer, and drag the fields — signature, initials, date, text or a checkbox — exactly where they belong on the document. Each signer then just taps their highlighted fields and fills them in; they can't move or miss anything. Fields stay editable until the first person signs. Prefer the lighter touch? Skip the designer and the signer places their own fields, as before. For extra assurance you can switch on email code verification per signer — each person confirms a one-time code sent to their email before they can sign, and that verification is recorded on the completion certificate.

When everyone has signed (each signer is unlocked in turn), LethaDocs stamps a completed PDF that includes a certificate of completion — every signer's name, the time they signed and their IP address — ready to download. No printing, no scanning.

2. Your client uploads via a secure link

They get a branded page with your logo, a checklist and a progress bar — no account, no password. Photos from a phone work fine. If a link is ever compromised, regenerate it in one click and the old one stops working.

3. Review, approve, done

You're notified as files land. Approve what's right; reject what's wrong with a reason — the client sees exactly what to fix on their upload page and can re-upload immediately. When everything's approved, the request completes itself.

Every upload is checked automatically

The moment a file lands, LethaDocs checks it for you: is it the document you asked for, is it readable, and does it carry an expiry date? A wrong statement, a blurry photo or an already-expired ID is flagged next to the file before you even open it — and any expiry date found is shown so nothing lapses quietly. You always make the final call; the checks just mean you review with a head start.

Tips for a smooth rollout

• Start from a bundle. The starter library includes ready-made packages (e.g. a website-kickoff bundle); duplicate one and adjust rather than building from scratch.
• Set reminders and forget them. The chasing is the point — pick a cadence and let LethaDocs do the follow-ups.
• Invite the team. Seats are unlimited on every plan; assign a manager per request so nothing waits on one inbox.