DocumentLane
Request early access
EARLY ACCESS — INVITE ONLY

Client documents,
verified automatically.

DocumentLane gives your team a secure portal where clients upload the documents you need — then checks them with AI, flags what’s missing, and follows up until every file is complete.

Secure upload link — no client account needed
Automatic reminders until every document is in
Dates, names and addresses checked by AI
Photo ID verification, with optional bureau match
Request early accessBook a demo

Registration is invite-only — we review every request and send invites in batches.

Certificates of insurance·
Licences & permits·
Onboarding checklists·
Contracts & e-signatures·
Client & vendor onboarding·
Proof of address·
Annual renewals·
Document forgery detection·
Photo ID verification·
Selfie face match·

BUILT FOR DOCUMENT-HEAVY TEAMS

Every client, every document, every renewal.

One workspace for any team that collects documents, with ready-made solutions for your industry.

Any team

Client onboarding without the paper chase

Clients upload everything from one link. DocumentLane checks that dates are current, names match, and nothing is missing — then hands your team a clean file to approve.

Professional servicesVendor & contractor onboardingRegistration & enrollment

Pre-built templates for common workflows

DOCUMENT CHECKLIST

  • Government Photo IDIdentity
  • Proof of AddressResidency
  • Certificate of InsuranceInsurance
  • Business LicenceLicensing
  • Signed AgreementContract
3 of 5 collected

Starter rules

AI checks that know your rules

Start with ready-made validation rules, then add your own in plain language — like “proof of address must be dated within 60 days.”

How starter rules work →

Industry solution

Education

Student registration: residency, birth certificates, immunization records and transcripts.

See Education →

Industry solution

Construction

Subcontractor certificates of insurance, coverage checks and renewals.

See Construction →

Industry solution

Oil & Gas

Contractor COIs checked against your MSA, plus safety and prequalification records.

See Oil & Gas →

Collecting documents in another industry? Explore industry solutions →

PLATFORM FEATURES

Everything in one place

Built for teams that can’t afford a missing or invalid document.

Document collection

Send every client, applicant or vendor a secure upload link for certificates, licences, IDs, contracts and forms. No account or app needed.

Reusable checklists

Build a checklist once and reuse it for every client, project or program, with requirements that adapt automatically.

AI document verification

AI reads dates, names and addresses, flags old utility bills, name mismatches and signs of editing, and follows rules you write in plain language.

ID verification — AI check or credit-bureau match

Clients pick their ID type and snap it on a phone (scan a QR code from any computer). AI checks name, expiry and format; add a credit-bureau data match for higher assurance.

How ID verification works →

Deadlines & reminders

Automatic reminders until every required document is in, plus alerts before certificates, licences or permits expire.

COMING SOON

API & integrations

Connect DocumentLane to your CRM or line-of-business system via webhooks and REST API, so records stay in sync.

HOW IT WORKS

Request to approval, without the chasing

One lane for every document: request it, collect it, verify it, and approve it.

01

Request

Pick a checklist and send each client a secure upload link.

02

Upload

They upload documents from any phone or computer — no account, no app, no back-and-forth.

03

Verify

AI checks dates, names and addresses and flags issues. Staff approve, or ask for a corrected document.

04

Approve

Reminders chase anything missing, so every file is complete and current.

PRICING

Simple, honest pricing

No per-user fees. No setup costs. No surprises. Pricing details will be announced at launch.

Free

Get started with no commitment

$0/ forever

  • Up to 3 active clients
  • 1 document template
  • Secure client portal
  • Manual reminders
  • Community support
Request early access

Basic

For small teams getting organized

—

COMING SOON

  • Up to 20 active clients
  • 3 document templates
  • Secure client portal
  • Automated reminders
  • Expiration tracking
  • Email support

Professional

For growing teams, larger rosters

—

COMING SOON

  • Up to 50 active clients
  • Unlimited templates
  • AI document analysis
  • Conditional rule builder
  • Multi-role team access
  • Audit log & reporting

Enterprise

For large, complex organizations

Custom

  • Unlimited clients & seats
  • Custom workflows
  • API access & webhooks
  • SSO / SAML
  • Dedicated account manager
  • SLA & custom contracts
Contact sales

Collecting documents at scale? Get in touch about early access pricing →

Request early access

We’re onboarding a limited number of teams before launch. Tell us a little about your team and we’ll follow up with an invitation — plus early access pricing.

Request early access

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