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Form automation * Document filing * Document generation


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Contact Records

Store all information about your leads, contacts, clients or vendors. Supports custom data fields.


Easily build custom forms and set up workflows. Forms can be sent by email to be filled out, signed or reviewed.

Self-Service Portal

Contacts can login to self-service portal and submit required forms and documents.


Assign tasks and to-dos to yourself, teammates and also contacts.


Set reminders for yourself, teammates or contacts. Reminders can be managed like tasks.


Send emails to contacts. Create templates. Supports data merge. Automatic emails.

Document Generation

Generate & print contracts, letters, certificates, labels etc. with data merged.


Build custom reports and charts easily.

File Cabinet

Store important documents in folders and share with teammates and clients.

DocuSign Integration

Documents can be sent via DocuSign for signature. The signed documents will be stored in contact record.


Contacts and your office staff can communicate by Messaging feature. Messages organized as tickets in contact records.


Forms can be electronically signed right from your email on a personal computer or mobile device.



  • Send forms to contacts by email to fill out, attach documents or e-sign.
  • Keep all data, forms and documents of your clients and vendors organized.
  • Self-service portal gives access to clients and vendors to submit or access forms or documents.
  • Includes 2GB per staff. Additional storage $0.20/GB per month

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