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 — your client types their full name and draws a signature right on their upload page. 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.