01
Build a checklist
Add the documents you need and any instructions for each one.
Document collection without the follow-up
Request documents once.
Loop follows up for you.
Create a checklist, send one secure link, and automatically remind clients about whatever is still missing.
No client account required.
loop / request / q3-close
Q3 finance close
Collect the final files from Acme Studio.
Bank statement - SeptemberUploaded just now · PDF
Payroll summaryUploaded yesterday · XLSX
Vendor invoice registerApproved by you · XLSX
Signed director approvalWaiting on Priya · due tomorrow
Reminder sent automaticallyReminder sent automaticallyto priya@acme.co
1 document still missingLoop will remind Priya again in 2 days
FinanceLendingLegalOperationsClient services
The simple loop
One request. One link.
Zero chasing.
From the first request to the final download, every document has one clear place to land.
02
Send one secure link
Your recipient uploads what you need. No account required.
03
Let Loop follow up
If something is missing, Loop reminds them until the request is complete.
Why Loop
The work between
request and done.
A document request should move forward without another tab, reminder, or inbox search from you.
Without Loop
01Request by email
02Wait, then check the inbox
03Send another reminder
04Receive 3 of 5 files
05Figure out what is missing
06Ask again when the wrong file arrives
↻The work keeps coming back to you.
With Loop
01Create a checklist
02Send one secure link
03Loop follows up on missing items
Loop handles everything until complete.Reminders stop when the request is done.
Actual product behavior
See what is missing.
Finish the request.
One status for every request. One place to review, replace, and download the files you are waiting on.
Automatic reminders
Stop remembering who to chase. Loop follows up only for documents that are still missing.
Progress tracking
Know exactly what is outstanding. See 3 of 7 complete instead of digging through email threads.
Review and re-upload
Accept the right files, reject the wrong ones, and put replacements back on the recipient's list.
No-login uploads
One secure link is all clients need. No account, password, or portal onboarding required.
Private by default
Sensitive documents
stay private.
Files are stored privately and only accessible to authorized workspace members. Recipients access their request through a unique secure link - they never see anything outside that request.
Private file storageSecure request linksControlled workspace access
Create a private request Private
by default
by default
Close the loop
The next follow-up
can send itself.
Create your first document request in under a minute.
Create your first requestL