---
description: Review of ChaseDocs Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: ChaseDocs | Reviews, Pricing & Demos - SoftwareAdvice IE
---

Breadcrumb: [Home](/) > [Document Management Software](/directory/722/document-management/software) > [ChaseDocs](/software/566275/ChaseDocs)

# ChaseDocs

Canonical: https://www.softwareadvice.ie/software/566275/ChaseDocs

> ChaseDocs is a client document-collection software for professional firms and agencies. You send one branded, no-login link; your client uploads files and answers questions from their phone; automated reminders chase them until everything is in; and AI reads every upload to check it is the right document, for the right period, readable and complete — then names it for you.&#10;&#10;\*\*The problem it solves.\*\* Most firms collect documents the same way: an email thread, then a WhatsApp message, then another WhatsApp message. Files end up buried in chats, nobody is sure what is still outstanding, and someone on the team loses hours a week to chasing. ChaseDocs replaces that with a structured request and a single link. The message still goes over WhatsApp; the files never do.&#10;&#10;\*\*How it works\*\*&#10;&#10;1. Build a checklist — documents to upload and questions to answer. Save it as a template and reuse it for every client.&#10;2. Send it over WhatsApp or email, chosen per request. Your client gets a branded link that needs no account and no password.&#10;3. They upload from their phone. Progress saves as they go, so they can stop and come back.&#10;4. Reminders go out automatically until the checklist is complete, and stop when it is.&#10;5. AI checks each upload and flags problems before you look. You accept it, or send it back with a note.&#10;&#10;\*\*What makes it different\*\*&#10;&#10;\*\*Messaging-native.\*\* Requests and reminders go out over WhatsApp — the channel most clients actually answer — not only email. Email is a first-class channel too; choose per request.&#10;&#10;\*\*AI validation on every upload.\*\* Each file is read and checked for document type, the period it covers, readability and completeness — including whether an ID or passport expires too close to the date you are collecting for — then auto-named. A human still approves; the AI does the first pass, so you are not opening twenty files to find the one that is wrong.&#10;&#10;\*\*Your cloud, not ours.\*\* Uploads route into your firm's own connected storage (Google Drive today; Dropbox, OneDrive and S3 to follow). ChaseDocs keeps the checklist, the validation result and a pointer to the file — never the documents themselves. It takes a transient, encrypted copy for the AI check and deletes it immediately after. If you would rather not connect storage, a short-retention encrypted fallback is available.&#10;&#10;\*\*No-login client portal.\*\* A tokenised magic link, branded to your firm, built mobile-first. No account, no password, no app to install.&#10;&#10;\*\*Who uses it.\*\* Any firm that chases clients for documents on a recurring basis: travel agencies and tour operators (passenger passports, visas, health certificates), education providers and study-abroad consultancies (student passports, transcripts, test results), accounting firms and bookkeepers (bank statements, tax forms, KYC), digital agencies (copy, briefs, client photos), and corporate immigration and relocation firms (assignee passports, degree certificates, employer packs).&#10;&#10;\*\*Works anywhere.\*\* Document types are data, not built-in country templates, so a firm in Kuala Lumpur, London or Chicago sets it up the same way.&#10;&#10;Free trial: 7 days, full features, no card required.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: ChaseDocs

## Commercial Context

- **Starting Price**: US$79.00
- **Pricing model**: Flat Rate (Free Trial)
- **Pricing Details**: ChaseDocs is subscription software billed per firm. Plans differ by how many seats your team needs and how many people you can be collecting from at the same time. The unit is one person you are collecting from, so a 40-person intake counts as 40, however long each takes to complete.&#10;&#10;Solo — $29/month&#10;For independent practitioners.&#10;1 seat. Up to 50 people at a time. WhatsApp and email reminders. Templates and group requests. Full AI validation with auto-naming, period matching and expiry checks. Bring-your-own cloud storage.&#10;&#10;Team — $79/month&#10;For growing firms.&#10;Up to 5 seats. Up to 250 people at a time. Custom branding on the client portal. Everything in Solo.&#10;&#10;Firm — $149/month&#10;For high-volume practices.&#10;Unlimited seats. Up to 1,000 people at a time. Audit log showing who did what and when. Everything in Team.&#10;&#10;Every plan includes the full AI validation pipeline. Validation is not gated to a higher tier: period matching runs on every readable upload, and expiry checks run wherever a document type carries an expiry window.&#10;&#10;Every plan is bring-your-own storage. Documents land in your firm's own Google Drive, under your account, so there is no per-gigabyte storage charge and no migration cost if you leave.
- **Target Audience**: Self Employed, 2–10, 11–50
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Australia, Belgium, Canada, France, Germany, Indonesia, Malaysia, Netherlands, Singapore, United Kingdom, United States

## Features

- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Audit Trail
- Compliance Management
- Customisable Branding
- Customisable Templates
- Document Capture
- Document Classification
- Document Storage
- Drag & Drop
- Metadata Extraction
- Mobile Access
- Optical Character Recognition
- Real-Time Notifications
- Reminders
- Role-Based Permissions
- Secure Data Storage
- Status Tracking

## Integrations (1 total)

- Google Drive

## Support Options

- Email/Help Desk
- Knowledge Base

## Category

- [Document Management Software](https://www.softwareadvice.ie/directory/722/document-management/software)

## Alternatives

1. [Google Docs](https://www.softwareadvice.ie/software/327807/google-docs) — 4.7/5 (29166 reviews)
2. [Google Drive](https://www.softwareadvice.ie/software/105807/google-drive) — 4.8/5 (28603 reviews)
3. [Google Workspace](https://www.softwareadvice.ie/software/344998/google-workspace) — 4.7/5 (17684 reviews)
4. [OneDrive](https://www.softwareadvice.ie/software/23542/onedrive) — 4.5/5 (12846 reviews)
5. [Microsoft Word](https://www.softwareadvice.ie/software/399478/microsoft-word) — 4.7/5 (2892 reviews)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.ie/software/566275/ChaseDocs)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/566275-ChaseDocs/> |
| en-AU | <https://www.softwareadvice.com.au/software/566275/ChaseDocs> |
| en-GB | <https://www.softwareadvice.co.uk/software/566275/ChaseDocs> |
| en-IE | <https://www.softwareadvice.ie/software/566275/ChaseDocs> |
| en-NZ | <https://www.softwareadvice.co.nz/software/566275/ChaseDocs> |

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