Your clients don't respond
to your fifth email.
They respond to the right nudge
at the right time.
DocScoop collects, tracks, and reminds — so your firm closes the books on time, every time.
No credit card required · Free forever for 3 clients
One link per client
No passwords, no app installs
Real-time checklist tracking
See what's in and what's missing
Automated reminders
Stop writing follow-up emails
Magic-Link Portal
One link. Zero friction.
Your clients open a link and see exactly what you need. No app store. No training call. No excuses. They upload in minutes — you track in real time.
- No passwords required
- Works on any device
- Real-time progress tracking
Document PortalRiverside Dental Group
March 2026 Monthly Close
Due: April 10, 2026
Uploaded Mar 25 · PDF
Uploaded Mar 24 · PDF
Uploaded Mar 23 · PDF
Waiting for upload
Waiting for upload
“Wrong document” — Staff
3/6 received
Drop files here or browse
Your documents are due soon...
3 items still needed...
DocScoopHi Linda,
1 document is still missing for
“March 2026 Monthly Close”
Missing: Credit Card Statements
Day 1
Gentle
Day 5
Follow-up
Day 10
Final
Auto Reminders
Stop being the bad cop.
First a gentle nudge. Then a firm follow-up. Then the deadline notice. You set the schedule — DocScoop sends every one. Your clients respond. You never lift a finger.
- Customizable schedules
- Escalation tiers
- Full delivery history
Prep Summaries
Full context. One click.
Walk into prep knowing everything. What's ready. What's missing. What needs your attention. No more digging through email threads or shared drives.
- One-click generation
- Checklist status snapshot
- Reminder history included
📋 Prep Summary
March 2026 · Riverside Dental
6 docs
received
1 rem
sent
2 hrs
since activity
⚠️ Action: 2 items overdue
How It Works
Three steps. Zero headaches.
Create engagement
Pick a template, set a due date, and assign it to your client. Done in 30 seconds.
Share the link
Send a magic link via email. Your client sees a clean portal with exactly what you need.
Track progress
Watch uploads come in. Get notified when everything is ready for prep.
Why DocScoop
Built for how firms actually work
Replace the email chase
Stop sending the same 'please send your bank statements' email every month. One portal link replaces every follow-up.
See everything at a glance
Your dashboard shows exactly which clients have responded, which are overdue, and which are ready for prep. No spreadsheets.
Reminders on autopilot
Set a schedule and DocScoop follows up for you — gentle, firm, then final. Professional emails, sent automatically.
FAQ
Common questions
Pricing
Start free. Scale when ready.
No credit card required. No hidden fees.
Free
- 3 active clients
- 1 staff seat
- Client portal
- Checklist templates
- Document uploads
- Manual reminders
- Basic dashboard
Pro
$239.99/year — save 33%
- Everything in Free
- 50 active clients
- 10 staff seats
- Automated reminders
- Reminder escalation tiers
- Prep summaries
- Priority email support
- Custom templates
- Bulk engagement creation
- API access (coming soon)
Ready to stop chasing?
Stop chasing. Start closing.
Free forever · No credit card · Setup in 5 minutes