For firms that bill hours — not lose them chasing email

Ask clients for documents.
Stop chasing them by email.

Send a checklist of the documents you need. Your client uploads each file from a link — no account needed. Files land in the right folder, and you get notified the moment they're done.

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See how fleets, management teams, and builders use it
What your client sees
foliato.com/request/a1b2c3…

Client onboarding — Harper & Co.

Harper & Co. asks you for 3 documents

  • ID documentRequired

    id-scan.pdf · uploaded 1 h ago

    PDF
  • Signed engagement letterRequired

    Signature on last page

    PDF
  • Latest bank statement

    Optional

    PDF · JPG
Expires in 7 days1 / 3 completed

Built for service firms

Ready-made for the way you work

Pick a template tailored to your practice. Edit it, send it, get the files back. Or build your own from scratch.

Accountants

Monthly close, year-end, audits. Templates for every recurring document run.

See template

Mortgage brokers

Build a complete credit file in hours instead of weeks. Track every missing doc.

See template

Law firms

Onboard clients, collect evidence, sign engagement letters — without lost emails.

See template
Fleets & transportDriver licenses for a whole fleet, current without chasing anyoneRead case Management & reportingMonthly KPIs from every department, without chasing anyoneRead case Engineering & constructionContractor documents in one project — isolated, current, auditableRead case See all use cases

How it works

Four steps. No more chasing.

From kicking off a request to filing the final document — minutes, not days.

  1. 01

    Pick a checklist

    Start from a vertical template or build your own list of documents.

  2. 02

    Send a link

    Your client gets an email with a secure upload link. No account needed.

  3. 03

    They upload

    Drag-and-drop, even from mobile. Each file lands in the folder you chose.

  4. 04

    You get notified

    First file in, all done — we tell you. Resume your work when you're ready.

Product

Everything you need

File Upload

Drag & drop or click to upload any file type. Support for PDFs, images, documents, and more.

Multi-tenant Workspaces

Create multiple organizations and manage teams independently. Perfect for agencies and consultants.

Team Collaboration

Invite team members with different roles. Control who can view, edit, or manage projects.

Secure Storage

Your documents are stored securely with role-based access control and full audit trails.

Fast & Reliable

Lightning-fast uploads and downloads. Built for performance with modern infrastructure.

Project Organization

Group documents into projects with folders, tags, and search. Find anything in seconds.

02 · Pricing

Simple, transparent pricing

No surprises. Pick a plan and start in minutes.

Frequently asked questions

What is Foliato?
Request documents from your clients without chasing them over email or WhatsApp. You send one secure link with a checklist of the documents you need; each client uploads their files with no login, and everything files itself into the right project folder with a full audit trail. Trusted by accountants, brokers, and law firms — and built for architects, engineering projects, and any team coordinating documents across multiple stakeholders. Includes ready-made request templates, a desktop sync app, and role-based access control.
What is Foliato used for?
Foliato is used to request and collect documents from clients. You send a checklist as a secure link; the client uploads each file without creating an account, and every file is filed automatically. It is commonly used by accountants for monthly closes, by mortgage brokers to build credit files, and by law firms for client onboarding.
How is Foliato different from Google Drive or Dropbox?
Shared-drive tools give clients a folder and hope they use it correctly. Foliato is built around the request: you send a checklist of the exact documents you need, each upload is matched to its checklist item, you can approve or reject files with a reason, and everything lands pre-organized in the right project folder with an audit trail. No shared folder to police, no renaming, no guessing what is still missing.
Do my clients need to create an account?
No. Clients open a secure link and upload their documents directly — no account, no password, no app to install. That is the main reason completion rates are higher than with shared folders or email attachments.

For firms that bill hours — not lose them chasing email

Ready to get started?

Create your free account and start organizing your team's documents today.

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