Chasing via email

Threads get buried, wrong files land, nothing is tracked.

Generic portals

Require client logins — most clients never finish setup.

Spreadsheets & manual work

Status updates done by hand, reminders forgotten, sends missed.

Magic link, no logins

Clients click and upload — no password, no account ever.

Runs every month automatically

Set the date once — requests, reminders, and follow-ups handle themselves.

AI catches wrong uploads

Mismatched files flagged before they reach your inbox.