DocuEngager
Automated client engagement and document workflows
Automated client engagement workflows
Create templates for different types of request groups. Use different request types – Request documents, Request Signatures, Upload document for their information, Send a Dynamic form, Send a fillable form. Create a customer and send out a request. Client logs in and follows through with requests. Approve or reject documents. Document expiry. Auto chase clients. Works well for lots of different sectors including Accounting, Insolvency, HR, recruitment, Legal, Financial services.
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Streamline client engagement from start to finish
Create templated request groups, automate chasing, and manage document workflows across multiple sectors.
- Request documents
- Request Signatures
- Dynamic forms
- Fillable forms
- Document approval workflow
- Document expiry management
- Auto chase clients
- Multi-sector support
Trusted across multiple industries
DocuEngager is purpose-built for professional services firms that need reliable client engagement workflows.
From template to completion in four steps
DocuEngager automates the entire client engagement lifecycle so you can focus on delivering service.
1. Create Template
Build request groups with documents, signatures, dynamic forms, or fillable forms.
2. Send Request
Create a customer and send the request group with one click.
3. Client Responds
Client logs in, follows through with requests, uploads documents or signs.
4. Review & Approve
Approve or reject documents with automated chasing on expiry or pending items.
Ready to automate your client engagement?
Streamline onboarding, document collection, and approval workflows with automated templated request groups that work across multiple sectors.