Your clients don't respond
to your fifth email.
Give every request a clear home
before the chase begins.
Evaluate clients, engagements, checklists, portal views, and preparation summaries while gated production workflows stay clearly labelled.
No credit card required · Free early access for 3 clients
One link per client
No passwords, no app installs
Structured checklist tracking
Review recorded state without inbox archaeology
Visible release gates
Uploads, reminders, teams, and checkout stay labelled
Magic-Link Portal
One link. Zero friction.
Your clients can open a link and review the engagement checklist without creating an account. File delivery remains certification-pending.
- No client account required
- Responsive portal view
- Upload lifecycle clearly gated
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
Upload control withheld until certification
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
Reminder Delivery — Certification Pending
Release email delivery only after it proves reliable.
The reminder interface and history model exist, but provider authentication, delivery evidence, retries, and duplicate handling must pass before sending is enabled.
- Delivery action disabled today
- Provider lifecycle under test
- Existing history remains reviewable
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 surfaces to evaluate safely.
Create engagement
Pick a template, set a due date, and assign it to a client in the early-access workspace.
Share the link
Copy a magic link into the communication channel your firm already approved. Your client can review the checklist without creating an account.
Review recorded state
Use the dashboard and preparation summary for recorded checklist state; uploads remain gated.
Why DocScoop
Built for how firms actually work
Structure the request
Keep the client, engagement, checklist, and portal view together while your existing delivery channel remains in place.
See everything at a glance
The dashboard presents the state recorded in DocScoop and distinguishes failed reads from real empty or zero states.
Reminder gate stays closed
Email delivery is disabled until provider authentication, delivery, retry, and duplicate-event checks pass.
FAQ
Common questions
Pricing
Evaluate the workspace. Scale after certification.
The Free workspace is open. Paid checkout is not.
Free
- 3 active clients
- 1 owner seat
- Client portal
- Checklist templates
- Engagement tracking
- On-demand prep summaries
Pro
$239.99/year published target
- Everything in Free
- 50 active clients
- 10 seats (team lifecycle pending)
- File uploads (certification pending)
- Reminder delivery (certification pending)
- Paid checkout (certification pending)
Need more than 50 clients?
Tell us about the workflow you need; no paid plan is sold until release certification is complete.
Share workflow requirements →Ready to evaluate the workflow?
Start with a shared checklist. Keep approved delivery channels in place.
Early access · No credit card · Gated workflows are labelled