Your customers.
Their documents.
One control room.
Customers register, submit, and verify. You review and grant access from one operator console, with every action on the record.
Documents processed
Businesses
Uptime
Logged
Scattered submissions become one verified dossier.
Every fragment a customer submits, identity, address, documents, confirmation, locks into a single record your team can trust. Scroll to assemble it.
Alex Morgan
ID · verified
Proof of address
matched
Income statement
received
Details confirmed
by customer
Nine capabilities, one portal.
Register accounts
Customers create an account and land in your branded portal.
Complete onboarding
A guided flow so they always know what to provide next.
Upload information
Drag and drop, no email attachments.
Submit documents
Fulfil secure requests directly in the portal.
Review details
Your team reviews every submission in one queue.
Verify information
Confirm identity and details; status advances to Verified.
Access records
Customers reach their own records, time-boxed and revocable.
Manage profiles
Customers keep their own profile and contact details current.
Track progress
A live status on every request, start to finish.
Trusted by teams that collect documents.
From lenders to advisors, businesses run customer documents on DocPortal24 instead of email.
Onboarding that used to take a week now closes in a day. Customers upload once and we never chase email attachments again.
Dana Reyes
Head of Operations, Northoak Lending
Our customers feel the difference. A clean, branded portal, a clear status at every step, and nothing sensitive sitting in an inbox.
Marcus Lin
IT Lead, Brightpath Insurance
Verification used to be the bottleneck. Now review and verify live in one queue and the whole team moves faster.
Priya Shah
Managing Partner, Shah Advisory
Built for any business that collects documents.
| Segment | Code | Collects | Lifecycle |
|---|---|---|---|
| Financial services | FIN | KYC, ID, income proof | Onboard, verify, grant |
| Insurance | INS | Claims, policy docs | Submit, review, complete |
| Healthcare admin | MED | Intake forms, records | Register, submit, access |
| Property & real estate | PROP | Tenant docs, agreements | Onboard, verify, access |
| Professional services | PRO | Engagement docs | Intake, review, deliver |
| Education & enrollment | EDU | Applicant documents | Submit, verify, status |
| Government & civic | GOV | Resident information | Collect, review, access |
One line item: a portal that scales.
| Capability | Starter $24/mo | Most popular Growth $79/mo | Business $249/mo | Enterprise Custom |
|---|---|---|---|---|
| Seats | 1 | 5 | 20 | Unlimited |
| Storage | 25 GB | 300 GB | 1.5 TB | Custom |
| Customer accounts | 50 | Unlimited | Unlimited | Unlimited |
| Document intake | ||||
| Activity log | ||||
| Branded portal & domain | ||||
| Verification workflows | ||||
| SSO / SAML | ||||
| BAA / white label | ||||
| Uptime SLA | 99.9% | 99.9% | 99.9% | 100% |
| Start free | Start free | Start free | Contact sales |
Cleared for the obvious questions.
Anything else, our team replies within one business day.
Every document is encrypted with AES-256 at rest and travels over TLS 1.3, served only through short-lived signed URLs. No object is ever public.