A client management experience that delights.
Secure and simple client portals for collecting documents.
Get started—try for free
Set up client portals in no time.
Sculpt forms the easy way—Drag, drop, and edit with our no-code editor. Collect any type of data from simple text to large files. Easily request just about anything, in minutes.
Brand your client portals.
Personalize the look and feel of your client portals to reflect your brand. Add your logo, color themes, or set up a white-label client portal with your own custom domain. Your branding, your way.
Brand your client portals.
Personalize the look and feel of your client portals to reflect your brand. Add your logo, color themes, or use your own custom domain. Your branding, your way.
No login for clients.
Offer a seamless experience to your clients with private forms that don't require login. OkaySend sends clients unguessable links for immediate access and enables a frictionless experience that they'll thank you for.
Auto-save progress.
Your clients don't have to complete forms in one go. Responses are saved automatically, allowing them to pick up where they left off when they return. This flexibility is especially helpful if clients don't have all the answers at once, making the process less intimidating.
Auto-save progress.
Your clients don't have to complete forms in one go. Responses are saved automatically, allowing them to pick up where they left off when they return. This flexibility is especially helpful if clients don't have all the answers at once, making the process less intimidating.
Tailored to work on any device.
Build responsive client portals that are intuitive and look perfect on any device. Enable clients to fill out forms and upload documents from their phones.
Secure by design.
OkaySend uses unguessable links to access secure portals, employing advanced encryption protocols (HTTPS/TLS). This ensures a seamless client experience, ensuring confidentiality and trust.
Secure by design.
OkaySend uses unguessable links to access secure portals, employing advanced encryption protocols (HTTPS/TLS). This ensures a seamless client experience, ensuring confidentiality and trust.
Boost productivity.
Deploy a client management program that simplifies and automates your document request process. Stop chasing after clients; instead, send out requests and witness documents flooding in—up to 80% faster than traditional methods.
Automatically move a project along with the right content.
The best client management software to simplify the process of collecting documents and files from clients with itemized checklists and automatic follow-ups.
Get started—try for free
