BAY/01+
Secure Requests
Request exactly what you need with one secure link. No email attachments, no chasing.
▣ TRK-4471 RECEIVED
RECEIVING TERMINAL · DOCK D-01 · CHICAGO IL--:--:-- CSTLIVE--:--:--
CLIENT INTAKE · SECURE PORTAL · CHAIN OF CUSTODY
AAAAAAAAAA
AAAAAAAAA
Request what you need. Your client submits it through your branded portal. Every form, file, and detail arrives stamped, tracked, and verified.
[ INTAKE MANIFEST ]REV 1.0 · 3 INBOUND
TRK-4471AVERY & CO· W-9 + IDRECEIVED
TRK-4470NORTHLINE LLC· ONBOARDING PACKETVERIFIED
TRK-4469R. OKAFOR· INSURANCE CERTIN REVIEW
REQUEST▣RECEIVE▣VERIFY▣FILE▣TRACK▣SECURE PORTAL▣NO ATTACHMENTS▣CHAIN OF CUSTODY▣
REQUEST▣RECEIVE▣VERIFY▣FILE▣TRACK▣SECURE PORTAL▣NO ATTACHMENTS▣CHAIN OF CUSTODY▣
[ THE PROBLEM / 00 ]
The inbox was never a filing system.
THE INBOXUNTRACKED
- ⚠Re: Re: Fwd: docs?? (12 replies)
- ⚠missing W-9 - resend please
- ⚠wrong version attached
- ⚠buried under 40 other threads
- ⚠is this the final file?
- ⚠client says they already sent it
THE DOCKTRACKED
TRK-4471W-9 + Photo IDRECEIVED
TRK-4470Onboarding packetVERIFIED
TRK-4469Insurance certIN REVIEW
TRK-4468Proof of addressFILED
[ THE MANIFEST / RECEIVING TO DATE ]
0M+
Items received
0+
Teams onboarded
0%
Received same-day
< 0 min
Avg. to verified
AES-256SOC 2-ALIGNEDCHAIN OF CUSTODYGDPR-READY
[ THE LINE / 02 ]
Follow an item
down the line.
01REQUEST
Pick an intake template and send one secure link. No email attachments.
[ INSPECTION / EVERY ITEM ]
Received.
Filed. Proven.
TRK-4471 · stamped 09:41 · verified 10:13 · filed 10:13 · custody intact
[ INTAKE BAYS / 03 ]
Six bays. One receiving dock.
BAY/02+
Branded Portal
Your logo, your domain. Clients see only their own requests.
BAY/03+
Stamp & Verify
Every item received, time-stamped, moved to Verified.
BAY/04+
Records Vault
Verified files filed, searchable, access-controlled.
BAY/05+
Custody Ledger
Every submission, view, verification. Party, IP, timestamp.
BAY/06+
Templates & Retention
Package the fields and files you always need once, send forever. Retention and legal-hold keep records defensible.
[ ROUTING INDEX / WHO RECEIVES ]
Built for teams that collect.
CODESEGMENTNOW RECEIVING
RT-01Accounting & BookkeepingYear-end docs, source files, onboarding
RT-02Law FirmsMatter intake, client forms, submissions
RT-03Lenders & BrokersLoan applications, KYC, verification
RT-04Agencies & StudiosClient onboarding, briefs, assets
RT-05Clinics & PracticesNew-patient intake, insurance, ID
RT-06Property ManagersTenant applications, documents, renewals
RT-07HR & RecruitingCandidate docs, onboarding paperwork
RT-08Operations TeamsAny collect-info-from-people workflow
[ THE CONTROL DESK / 04 ]
Run the dock from one terminal.
TRKPARTY · ITEMSTATUS
Tip: click a row to flip its status
[ CHAIN OF CUSTODY / 05 ]
Every item, accounted for.
Encrypted at rest with AES-256 and in transit with TLS 1.3. Each team is isolated, every file served by short-lived signed URL, and every submission, view, and verification is written to a tamper-evident custody ledger.
AES-256TLS 1.3SOC 2-ALIGNEDGDPRIL § 530 (PIPA) READY
CUSTODY LEDGERAPPEND-ONLY
09:41:02 TRK-4471 RECEIVED avery&co 207.97.x.x
09:41:02 TRK-4471 STAMPED system -
10:12:55 TRK-4471 VIEWED j.reyes@firm 10.0.x.x
10:13:31 TRK-4471 VERIFIED j.reyes@firm 10.0.x.x
10:13:31 TRK-4471 FILED system -
11:02:10 TRK-4470 RECEIVED northline 198.51.x.x
[ RECEIVING PLANS / 06 ]
Pay for the dock, not the chase.
Dock
$24/ mo
For a solo operator collecting from a handful of clients.
- ▣1 seat
- ▣100 intake requests / mo
- ▣25 GB vault
- ▣Custody ledger
- ▣Email support
MOST RECEIVED
Terminal
$79/ mo
For a team running intake every day, on your own brand.
- ▣5 seats
- ▣Unlimited intakes
- ▣500 GB vault
- ▣Verification workflows
- ▣Branded portal
- ▣Priority support
Depot
$249/ mo
For a larger operation with retention and access controls.
- ▣20 seats
- ▣2 TB vault
- ▣Retention & legal hold
- ▣SSO / SAML
- ▣Ledger export
- ▣Custom domain
Enterprise
Custom
For regulated teams with bespoke requirements.
- ▣Unlimited seats
- ▣100% uptime SLA
- ▣BAA / white label
- ▣Custom retention
- ▣On-prem key option
[ DISPATCHES / RECEIVED ]
Signed, sealed, received.
INCOMING
DISPATCH · TRK-0231RECEIVED
“Tax season used to be a hundred half-finished email threads. Now everything lands in one queue, stamped and tracked.”
Marisol VegaPartner / Vega & Lindqvist CPAs
[ MANIFEST QUERIES / 08 ]
Questions, answered.
01Where does our information live?+
In an isolated, per-team store inside our SOC 2-aligned infrastructure. Files are encrypted at rest with AES-256 and served only through short-lived signed URLs. No public objects.
02How do clients submit without email attachments?+
You send a secure request link. Your client opens your branded portal, fills the intake, and uploads files directly. Nothing touches an email inbox, and every item is stamped and tracked on arrival.
03Can the portal use our own brand and domain?+
Yes. On Terminal and above you get your logo, your colors, and a custom intake domain so clients only ever see your brand.
04What does verification actually do?+
A received item starts in review. A team member checks the submitted fields and files, then flips the status flap to Verified, or bounces it back with a note. Every action is written to the custody ledger.
05Do you keep an audit trail?+
Every submission, view, and verification is recorded with party, IP, and timestamp in a tamper-evident, append-only custody ledger you can export for examiners or auditors.
06Can we set retention and legal hold?+
On Depot and Enterprise you can attach retention schedules with automatic, logged disposition, and freeze records under legal hold against deletion.
07Is there SSO?+
SSO and SAML are available on Depot and Enterprise, with session revocation and a full security panel in settings.
08What are our data rights?+
You can access, correct, delete, and export your data at any time. We operate primarily from Illinois and can provide a list of EU sub-processors on request.
[ OPEN YOUR DOCK ]
Get it
received.
12M+ received92% same-daySOC 2-aligned