Send one private link. Sealio reads every upload with AI, files it to the right slot, encrypts it at rest, and chases whatever is still missing — so you don’t.
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Cases
New case3 cases
Sharma — Mortgage
3/4Mortgage — thick file
Nguyen — Accounting Complete
4/4T-slip season
Okafor — Real estate
2/5Closing package
1 needs re-upload
Encrypted before it lands
The moment a file lands, it's scrambled into something unreadable — to everyone, including us. Only your workspace can open it.
Private, expiring links
Each link works for one client, expires, and can be revoked instantly. The client page is upload-only.
Every decision on the record
An append-only, timestamped log of uploads, AI verdicts, reassignments, overrides and reminders.
Built for the whole household
Multi-client cases split into a tab per person, plus a shared tab for joint documents.
Reusable checklist templates
Built-in templates or your own — save any case's checklist to reuse on the next one.
AI that reads, never learns
A compliant AI service checks each upload to file it correctly. Your documents are never used to train any model.
One private link goes out — the whole checklist, nothing to install.
The client drops files in. No account, no login, no confusion.
Each upload is read and checked against the right slot, re-filed if it isn't.
One click lists exactly what's still missing — never a blanket nag.
Every decision lands in a timestamped log, ready to show, not just claim.
The admin view updates the instant a file lands, gets read, or needs a second look — across every open case at once.
PAY STUBS
Mortgage · Sharma file
T4 — 2024
Accounting · Nguyen file
CHEQUING — AUG
Mortgage · Sharma file
VOID CHEQUE
Real estate · Okafor file
PASSPORT COPY
Immigration · Petrova file
PROOF OF ADDRESS
Immigration · Petrova file
Start from a built-in template or your own — periods like “6 months of statements” expand to the right months automatically, every time it’s applied.
See all templatesDocuments in a real checklist
These are Sealio’s actual built-in templates — start from one, or build your own from scratch.
Without Sealio
Chasing the same email three times
Renaming files by hand
Guessing what's still missing
With Sealio
One link, sent once
AI files it to the right slot
A reminder that lists exactly what's left
“A single PR file is a dozen documents. Half come back named “scan_final_v2” and I re-file everything by hand.”
Immigration consultant
“I ask for six months of statements. I get three, then two more a week later, and I’m the one keeping track of which months landed.”
Mortgage agent
“Every February I’m writing the same “still need your T-slips” email two hundred times.”
Accounting firm
Sealio turns all of that into a link you send once.
Mortgage and lending, immigration, accounting and tax, real estate law — and a dozen adjacent practices where a checklist meets a deadline.
See all industriesTry it free, pick a template close to your practice, and send yourself the client link.
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