One upload link per client
Every document request lives at a single link — no more scattered email attachments.
Client document collection automation
Document Collection Portal.
One new client, six emails, three missing documents, and an onboarding that stalls for two weeks over a single file nobody chased.
A single link with a visible checklist, so the client knows exactly what's outstanding without another email from you.
Get Started →How it works
What's included
Visible checklist
The client sees exactly what is submitted and what is still outstanding, without asking you.
Automatic reminders
Missing items get a reminder on a defined schedule, not when someone remembers to follow up.
Status view for your team
See which clients are complete and which are stalled, at a glance.
RUNS ON YOUR PLAN
Document Collection Portal
A single upload link, a visible checklist, and automatic reminders for missing documents.
From $197 CAD per month
Included in every Momentum plan.
No contractMonth to month
Optional: we build it for you — White-Glove Setup, $997 CAD one-time.
One upload link per clientVisible progress checklistAutomatic reminders for missing itemsTeam-facing status view
Works with your existing file storageNo client login or app requiredCancel anytimeSupport from a real team
Get Started30-day money-back guarantee*.
Built for real workflows
Why local service businesses choose Momentum.
One link, one checklist
Nothing scattered across email
Reminders on schedule
Not dependent on memory
No app for clients
Just a link
Backed by real people
Calgary-based support
Common questions
Frequently asked questions
A single document upload link per client, a visible checklist of what's submitted and outstanding, automatic reminders for missing items, and a status view for your team.