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Receiving documents by email

Every client gets their own email address. Attachments sent to it are read and filed against the right requirement.

How it works

  1. 1Open a client and copy their inbox address (it ends in @docs.documentlane.ai).
  2. 2Share it with the client. They, or their insurance broker, email documents to it as attachments.
  3. 3DocumentLane saves each attachment, reads it and matches it to an open requirement on that client's checklist.
  4. 4The document appears as Submitted for your team to review, and you get a notification.
The inbox address only lets people send documents in. It never gives access to the client's portal.
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Still stuck? Email hello@documentlane.ai.