DocumentLane
COMING SOON

Collect any document.
From anyone. Securely.

DocumentLane is a secure document collection platform for professional services teams. Whether you’re onboarding a real estate buyer, gathering tax documents, or managing compliance certifications — replace email chaos with a structured, branded portal.

Bank-grade encryption on every upload
Branded portals — no client account needed
Automatic reminders until everything is in
Review, approve, and audit in one place

Be first to know when we launch. No spam — ever.

Real estate buyer packages·
Tax prep document collection·
Client onboarding & intake·
Contract & agreement signing·
Insurance & license tracking·
KYC & identity verification·
Provider credentialing·
Vendor & trade compliance·

BUILT FOR EVERY INDUSTRY

Any workflow. Any document.

Compliance, onboarding, transactions, intake — DocumentLane handles any document collection workflow your team depends on.

Real Estate

Transaction & agent document workflows

From buyer/seller onboarding packages to agent license renewals and vendor agreements — collect, organize, and track every document in one secure place.

Buyer & seller onboardingAgent license managementVendor agreements

Pre-built templates for real estate workflows

DOCUMENT CHECKLIST

  • Buyer Identification & Proof of FundsTransaction
  • Property Disclosure StatementTransaction
  • Signed Purchase AgreementTransaction
  • Real Estate Agent LicenseCompliance
  • E&O Insurance CertificateCompliance
3 of 5 collected

PLATFORM FEATURES

Everything in one place

Built for professional services teams that can’t afford to lose track of a single document.

Secure document collection

Send branded client portals for any document workflow — compliance, onboarding, transactions, or intake. Every file encrypted in transit and at rest.

Reusable document templates

Build a checklist once — deploy it to every client. Templates adapt by client type, industry, or deal stage automatically.

AI document analysis

Upload any policy, agreement, or requirement document and let AI extract every item and draft a ready-to-send collection checklist.

Expiration & renewal tracking

Automatic reminders at 30 and 7 days before anything expires. Licenses, insurance, certifications — nothing lapses unnoticed.

COMING SOON

Multi-role team access

Owners, administrators, reviewers, and read-only viewers — each with exactly the permissions they need. Nothing more.

COMING SOON

API & integrations

Connect DocumentLane to your CRM, practice management, or ERP via webhooks and REST API. Procore, Salesforce, Clio, and more.

HOW IT WORKS

Up and running in a day

01

Create your checklist

Define what documents you need — or let AI draft a checklist from your existing policy, template, or requirements list.

02

Invite your client

They get a branded, mobile-friendly portal. No account or app required — just a secure link to upload exactly what you asked for.

03

Review and close

Documents land in your queue. Approve, request changes, or flag issues. Automated follow-ups keep submissions moving.

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
Get started free

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
Most popular

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

Interested in early access pricing? Get in touch →

Be first to know when we launch

We’re putting the final touches on DocumentLane. Leave your email and we’ll send you a heads-up the moment we’re ready — plus early access pricing.

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