By industry

Document collection, built for your industry

The problem is always the same — you need a set of documents from a client, applicant, employee or contractor, and collecting them by email is slow. Here's how ClientLoop handles it in the fields that do it most.

Create a workspace →How it works

Use cases

Choose the closest fit

Mortgage document collection

Collect payslips, bank statements, ID and proof of deposit from every borrower — without the email chase.

Accountant client onboarding

Gather ID, AML documents, prior accounts and signed engagement letters from every new client.

Compliance document requests

Request KYC, AML, certificates and policy evidence as structured, trackable checklists.

Employee onboarding documents

Collect right-to-work, contracts, bank and tax details from new starters before day one.

Agency client content collection

Get logos, brand assets, copy and account access from clients so projects start on time.

Legal & admin document requests

Request ID, signed forms and evidence per matter and keep the whole case file together.

Contractor document collection

Collect insurance, certifications, RAMS and ID so you know who’s cleared to work on site.