Collect documents
without the back-and-forth
Build a request template once, share a secure portal link, and let recipients fill it out with autosave — no account needed. Review every answer and keep all files in one place.
- 14-day no-card trial
- No login for recipients
- Autosave built in
- Version-controlled templates
Client onboarding pack
Company details
2 fields
Ownership & directors
3 fields
Bank statements
Repeatable · 3 fields
Everything in one flow
From template to signed-off documents
Four connected building blocks replace the email threads, spreadsheets, and shared drives you use today.
Design the exact request, once
Compose templates from sections and fields — text, dates, selects, files, and repeatable groups. Every change is versioned, so you publish a draft when it's ready and keep a full history.
- Drag-and-drop sections and fields
- Repeatable sections for directors, assets, and more
- Draft → Publish with change summaries and version diffs
Client onboarding pack
Draft · v3Company details
3 fields
Ownership & directors
Repeatable · 2 fields
Send a secure link — no account required
Recipients open a private portal, answer at their own pace, and everything autosaves. Progress is tracked per section, and the form validates before it can be submitted.
- Token-verified access, expiring links
- Autosave with live progress tracking
- Individual or collaborative submission modes
- Live presence & cursors in collaborative forms (Growth+)
Legal entity name
Incorporation dateMaya is editing
Certificate of incorporation
Approve, reject, and resolve in one place
Your team reviews each submitted answer, approves what's right, and requests changes with a comment thread the recipient can respond to — no more chasing over email.
- Per-item approve / reject decisions
- Threaded comments between reviewer and recipient
- Filter by status, client, and open questions
DOC-2024-014
Client onboarding · nadia@acme.co
Legal entity name
Acme Holdings Ltd.
Incorporation date
12 Mar 2019
Bank statement
statement-q1.pdf
Reviewer: statement is older than 3 months — please re-upload.
Proof of address
utility-bill.pdf
Every file, organized automatically
Uploads land in a folder per request, grouped by recipient, with names, sizes, and types you can browse or export. Every file is scanned before it is stored and encrypted at rest.
- Auto-organized folders per request
- Grouped by recipient with full file metadata
- ZIP export with an archive PDF per submission
- Bring your own S3 bucket on the Scale plan
DOC-2024-014
Acme Holdings · 4 files
Nadia Okafor
nadia@acme.co
incorporation.pdf
Jul 1 · uploaded
ownership-chart.png
Jul 1 · uploaded
Liam Chen
liam@acme.co
bank-statement-q1.pdf
Jul 2 · uploaded
revenue-2024.xlsx
How it works
Live in four steps
Build a template
Draft sections and fields, then publish a version your team can send.
Send a portal link
Pick a client and recipients, set a due date, and send a secure portal link by email.
Recipient submits
They fill out the secure portal with autosave — no login, no friction.
Review & store
Approve answers, request changes, and every file is filed automatically.
Pricing
Start with a 14-day trial, then pay for what you have in flight
Built for immigration advisers, brokers and practices that collect the same bundle of documents over and over. Every plan includes the template builder, client portal and review queue, with unlimited clients, emails and reminders — plans differ by how much you have open at once and how many people work on it.
Solo
Billed yearly as €350, ex VAT
For a solo adviser or broker, with an admin working alongside them
- 20 active requests
- 2 users
- 10 GB cloud storage
- Unlimited clients & recipients
Foundation
Billed yearly as €690, ex VAT
For a small practice where more than one person chases documents
Everything in Solo, plus:
- 60 active requests
- 4 users
- 25 GB cloud storage
- Unlimited emails & reminders
Growth
Billed yearly as €1520, ex VAT
For teams that need branding, integrations and more work in flight
Everything in Foundation, plus:
- 200 active requests
- 10 users
- 100 GB cloud storage
- White-label portal
- Custom sender domain (coming soon)
- Webhooks & Zapier
Scale
Billed yearly as €2450, ex VAT
For scaled operations that need control over where the data lives
Everything in Growth, plus:
- 500 active requests
- 20 users
- 200 GB cloud storage
- Bring your own S3 bucket
- Priority support
The 14-day trial runs the full product with 5 active requests, 2 users and 1 GB of storage. No card needed to start.
Pound prices are converted at a fixed £1 = €1.17; your bank may apply its own rate.
In every plan
- Template builder
- Client portal — no account needed
- Review queue: approve or request changes
- Recurring request schedules
- Archive PDF & bulk export
- Unlimited clients & recipients
- Unlimited emails & reminders
- Team management, roles & permissions
- Free read-only auditor seats
- Google Drive integration
- Data hosted in the UK
- Encryption at rest
- Malware scanning on uploads
- Audit logs
Add-ons, on any plan
Added and dropped whenever you need them — during a filing peak, for example. Reductions are credited to your next invoice. The seat add-on is for people who do the work; read-only Auditors are free.
- 50 active requests
- £12/mo(€14)
- Extra user seat
- £14/mo(€16)
- 25 GB storage
- £6/mo(€7)
Before you buy
What does the 14-day trial include?
The full product, with 5 active requests, 2 users and 1 GB of storage. That is enough to run several real requests end to end; it is not enough to run a practice on, which is the point. No card is needed to start.
What happens if I hit the active-request limit?
You cannot send a new request until a slot frees up. Closing requests you have already finished frees them at no cost, which is the intended way out. If you genuinely need more in flight, add packs of 50 and drop them again when the peak passes.
Can I change plan part-way through a billing period?
Yes. Upgrades take effect immediately and you are charged the prorated difference. Downgrades take effect at the end of the current period, and the unused amount is credited against your next invoice.
Why are prices shown in pounds but charged in euros?
Our payment provider settles in euros, so the euro amount shown beside each price is what will appear on your statement. The pound figure is a fixed conversion at £1 = €1.17, held steady so a price cannot move under you mid-decision. If you pay with a sterling card your bank applies its own rate on the day, so the exact pound amount debited will differ slightly.
Can our auditor or compliance consultant have access?
Yes, and it does not cost a seat. The Auditor role is read-only: it reads requests, files, templates and the whole review history, sees the audit log for the workspaces you add it to, and can download an export — and it cannot approve or reject an item, comment, send a request, or edit a client or template. That separation is the point: whoever checks the file should not be able to change it. Auditor seats are free on every plan and capped by plan (2 on Solo and Foundation, 4 on Growth, 8 on Scale), because an auditor can read every file in the workspaces they are added to.
Where is our data stored?
In the United Kingdom. Your requests, answers and audit logs live on our own servers in Erith; uploaded files are stored in Bunny.net's London storage region, encrypted with our own key before they leave our servers. Nothing is replicated outside the UK. Uploads are scanned for malware on our own infrastructure before they are stored, so files are never sent to an outside scanning service.
What happens to my data if I cancel?
Your account stays readable to the end of the period you have paid for, and you can bulk-export every request and file as a ZIP at any point before then. After closure the organization and its files are permanently deleted 30 days later.
Charged in EUR, excluding VAT, which is added at checkout. Pound prices are converted at a fixed £1 = €1.17; your bank may apply its own rate. Hit your active-request limit in a busy month? Close the requests you have already finished to free slots at no cost, or add packs and drop them again when the peak passes.
Need something larger, or a procurement review? Talk to us. Want to see it running first? Try the live demo.
Turn document chaos into a clean, tracked workflow
Spin up your first template in minutes. Every organization owner starts with a 14-day no-card trial with strict anti-abuse limits.
Trial includes 5 active requests, 2 users and 1 GB storage.