Every engagement, in one secure place.

Start with an engagement intake form, collect the client's files, deliver your work, get it approved and get the proposal signed. Your clients never need an account.

Start your 14-day trial See how it works

From kickoff to sign-off.

  • Kickoff: send the Consulting engagement intake form.
  • Files: request the client's documents with one link.
  • Deliverables: share drafts for browser review and agree on them in Conversations.
  • Sign-off: send the proposal or SOW for signature with Sign.

Starter is built for a single practitioner: 1 seat and 50 active workspaces for $29 a month.

Questions, answered.

Is MyDocUploads right for a one-person practice?
Yes. Starter is for a single practitioner: 1 seat, 50 active workspaces, 100 GB, and every module.
Do my clients need an account?
No. They use secure links to upload, sign, read a Secure Drop or fill in a form.

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Start your 14-day trial