Collect every document, then find it in one place.
Send a document request that chases itself by email and SMS and lets clients upload without logging in — then work from a single, filterable library of every file in the practice.
Getting documents in from clients is the slowest part of most jobs, and finding them again afterwards is the second slowest. Finye handles both ends. A document request lists exactly what you need, the client uploads each item through a token-only link with no login, and the request chases itself by email and SMS until every item is in.
Everything the practice collects then lands in one workspace-wide file library you can filter, preview in place and even have AI rename to a tidy convention. Files kept in Drive, OneDrive or Dropbox can be linked in too, so the client's existing storage sits alongside everything else.