Your documents
chase themselves
Doclio emails your clients for missing documents, validates what arrives, and shows you what's missing — automatically.
Your team is chasing documents instead of doing real work.
You never know what's missing until the deadline.
Documents are scattered across WhatsApp, email, and shared drives.
From client list to done, in four steps.
Import
Upload your client list or connect your CRM.
Chase
Agent emails on Day 1, follows up Day 3, escalates Day 7.
Validate
AI reads every document. Wrong type, blurry, expired — rejected automatically.
Dashboard
One screen. Every client. Every document. Green or red.
The chase
It chases.
So your team doesn't.
One agent works every document across email and WhatsApp — requesting, validating, and re-requesting until each one is in and clean.
Your entire practice, one screen.
Works with Zoho · QuickBooks · Tally · MS365 · or any system via webhook.
Pricing
Founding rate
Founding partner- Founding partner rate
- Everything included
UAE data residency · Encrypted · PDPL compliant.
Stop chasing. Start closing.
Tell us about your firm and we'll reach out within 24 hours.
Abu Dhabi, UAE · [email protected]