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.
How it works
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.
Email and WhatsApp follow-ups, escalation, and validation — automatic, until every document is in and verified.
Hi Client B, we're preparing your VAT return and still need your Q2 sales invoices and bank statement. You can reply here or upload them directly.
Hi 👋 quick reminder — your VAT return is due soon. We still need your Q2 invoices.
Sending them now.
Got it — thank you
Then Doclio checks what arrives.
Your entire practice, one screen.
2 clients need attention — 1 submitted an unreadable document. 1 has not responded in 7 days.
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]