Stop Chasing Data.
Start Closing Deals.
The secure client portal that automates document intake and reminders. Move from perplexing email threads to a streamlined, white-label workflow.
Application Progress
Everything You Need to Streamline Client Intake
Three powerful features that transform how you collect and manage client documents
Smart Forms
Replace static PDFs with logic-based web forms that adapt to your client's needs. Collect exactly what you need, when you need it.
Secure Storage
Bank-level encryption for sensitive financial and legal documents. Your clients' data is protected with AES-256 encryption and SOC2-compliant infrastructure.
Auto-Reminders
Automated SMS/Email nudges that stop once the client uploads. Never chase documents again—let the system do the work for you.
White-Label Your Way to Professionalism
Transform your client experience from chaotic email threads to a branded, professional portal
Before: Messy Email Threads
• Scattered across multiple emails
• Hard to track what's missing
• No clear progress visibility
• Unprofessional client experience
After: Branded Portal
• Single, organized portal
• Real-time progress tracking
• Professional branded experience
• Automated reminders
Simple, Transparent Pricing
Choose the plan that fits your needs. All plans include a 14-day free trial.
Starter
Perfect for small teams getting started
- Up to 50 clients per month
- Basic form builder
- Email reminders
- 5GB storage
- Email support
Pro
For growing businesses that need more
- Unlimited clients
- Advanced form logic
- SMS + Email reminders
- Custom domain
- 100GB storage
- Priority support
- E-Signature integration
- White-label branding
Enterprise
For large organizations with specific needs
- Everything in Pro
- Unlimited storage
- Dedicated account manager
- Custom integrations
- SLA guarantee
- On-premise deployment
- Advanced security controls
Frequently Asked Questions
Everything you need to know about PerplexDev