Documents & requests

Request documents from a client

Build a request, mark what is required, and let LedgerOS skip anything you already hold.

Review what clients send

Accept, waive, or return an upload — and why nothing files itself.

The Document Center

Every tab in the document archive and which ones you will actually open.

Share documents outside your firm

Send a file to a lender or attorney with an expiry, a passcode, and a watermark — and revoke it later.

Export a client file

Produce a complete, indexed copy of everything you hold for a client.