Ask only for the documents needed for the stated job and give the request a bounded lifetime.
Secure client-document review
Secure client document request workflow for small firms
How to replace ordinary emailed attachments with expiring requests, exact-file review and an explicit acknowledgement trail.
Best fit
Small professional-services firms and agencies that repeatedly chase clients for a small set of documents.
What the focused offer actually does
Replace emailed attachments with an expiring upload request, exact staff review and a clear acknowledgement trail.
Current commercial scope: from US$500
Practical workflow
Four checks before you add more software.
The useful unit is a bounded operating workflow: explicit input, evidence, human judgement where needed, and a visible handoff.
Scan and store the exact submitted file before staff review instead of relying on filenames or user assertions.
Make replacement and acceptance explicit so the client and reviewer can see the current state.
Treat acknowledgement as workflow evidence, not a universal electronic-signature claim.
Boundary
Do not turn a useful check into an unsupported claim.
Acknowledgement is workflow evidence, not a legally sufficient e-signature claim
PDF/JPEG/PNG only within current file-size bounds
No public share links or arbitrary sensitive-document suitability claim