Now in Early Access

The Automated Document Collection Platform.

Stop chasing clients for files. DocuMind automates document requests, follow-ups, and organization so you can focus on real work.

app.documind.com/dashboard
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Overview

Active Requests

12

+2 this week

Completion Rate

84%

4% increase

Pending Actions

5

Requires attention

Recent Activity

Acme Corp

Alice Smith

Completed

Globex Inc

Bob Johnson

Pending

Stark Ind

Tony Stark

Action Needed
Nudge sent to Globex Inc for missing doc.

Trusted by forward-thinking teams

How It Helps

Streamline your workflow in five simple steps.

01

Organize

Centralize all your client documents.

02

Request

Send automated requests in seconds.

03

Remind

Smart nudges keep things moving.

04

Review

Validate files with one click.

05

Approve

Close deals faster than ever.

Automated Follow-ups

Never chase a client for a file again.

DocuMind acts as your dedicated assistant. It tracks deadlines and sends polite, automated nudges to clients who haven't uploaded their documents yet.

Set custom reminder schedules (e.g., Every 3 days)
Multi-channel notifications (Email & SMS)
Stop chasing manually, start saving time
Automated Nudge Settings Interface

How DocuMind Works

Turn a chaotic process into a streamlined workflow.

01

Your Command Center

Get a bird's eye view of all document requests. See what's pending, what's uploaded, and who needs a nudge immediately upon login.

02

Organize Requirements

03

Start a New Request

04

Invite Your Client

05

Clients Upload Files

06

Review & Approve

Ready to streamline your
document workflow?

Join hundreds of professionals who save 10+ hours a week with DocuMind. No credit card required for early access.

Free 14-day trial • Cancel anytime • 24/7 Support

Designed for Your Industry,
Built for Success

Whether you're in accounting, legal, HR, or finance, DocuMind adapts to your workflow. Powerful features designed to make document collection effortless.

Smart Document Collection

Create custom forms and collect documents from clients with ease. Support for multiple file types and automatic organization.

Client Management

Track multiple clients and their document submission progress in one centralized dashboard with real-time updates.

Automated Reminders

Set up intelligent reminder systems via email and WhatsApp. Never chase clients for documents again.

Progress Tracking

Visual progress indicators and completion rates help you stay on top of every submission and deadline.

Secure & Compliant

Bank-level encryption and GDPR compliance ensure your sensitive documents are always protected.

Lightning Fast

Streamlined workflows reduce document collection time by up to 70%. Get what you need, when you need it.

Request Early Access

Join the waiting list with DocuMind. We're onboarding new teams every week.

Email Us

haseeb@ops-automate.com

We respond within 2 hours.

Phone

+1 (647) 978-9427

Mon-Fri from 8am to 5pm.

Address

539 West Commerce Rd,

Dallas, TX, 75208

Trusted by 500+ companies worldwide