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NeuDocs is request-centric: work begins with a checklist sent to a client and ends with reviewed items and an exportable package.

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Main records

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Firm and client access

Staff sign in to the firm workspace and are authorized as owner, admin, or staff. Clients do not create accounts. They receive a time-limited secure link that opens only their request.

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Item types

  • File — one document or image upload.
  • Text — free-form written response.
  • Date — a calendar date.
  • Number — a numeric response.
  • Boolean — yes or no.

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The request lifecycle

Individual items move independently through missing, submitted, review, approved, rejected, or not-applicable states. See Statuses for the complete behavior.

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Security boundary

Every firm is a separate tenant. Staff authorization is enforced server-side and tenant records are protected by PostgreSQL row-level security. Client links are scoped to a single request; possessing a client link does not create staff access.

Related topics

Bulk and recurring requestsClientsExportsRemindersReview and completion