DocumentLaneSOLUTIONS
One document lane for every industry
The same secure portal, reusable checklists, and expiration reminders adapt to the documents your clients and partners send you.
Education
Student registration & enrollment intake
Collect proof of residency, birth certificates, immunization records, transcripts and guardianship documents through one secure portal — with AI checks for dates, names and addresses before staff review.
Learn moreConstruction
Subcontractor COI & compliance tracking
Collect certificates of insurance from every trade and vendor, check coverage limits, additional insured and expiry dates, and get alerted before a certificate lapses — so no sub steps on site without valid insurance.
Learn moreOil & Gas
Oilfield contractor COI & MSA compliance
Verify every oilfield contractor's certificate of insurance against your MSA: additional insured, waiver of subrogation, primary and non-contributory wording, pollution and control of well coverage, XCU exclusions and 30-day cancellation notice, plus safety and prequalification records.
Learn moreReal Estate
Transaction & agent document workflows
From buyer and seller onboarding packages to agent license renewals and vendor agreements — collect, organize, and track every document in one secure place.
Learn moreAccounting
Client onboarding & engagement workflows
Collect tax documents, signed engagement letters, financial statements, and independence confirmations from every client — securely and on schedule.
Learn moreLegal
Client intake & matter document workflows
Manage client intake forms, retainer agreements, identity verification, and matter-specific documents — with a branded portal your clients will actually use.
Learn moreFinancial Services
Client onboarding & regulatory compliance
Collect KYC packages, signed agreements, and regulatory filings from clients and advisors — with a full audit trail, expiration tracking, and secure document storage.
Learn moreHealthcare
Provider credentialing & patient workflows
Streamline provider credentialing, DEA registrations, malpractice coverage, HIPAA agreements, and patient intake documents across your network.
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