PaperChase.HELP
PaperChase.HELP

Chasing paper? Help is here.

Your clients submit their documents once. Your team gets them back as a clean, complete, secured case — structured, organized, and ready to review.

  • First cases on us
  • Set up in minutes
  • No card required

Meet your clients on every channel they already use

  • Web upload
  • Email
  • SMS
  • WhatsApp
  • Voice
  • Live chat

However they reach you, it all lands in one organized place — receipt only ever means it's safely stored.

How it works

From scattered to packaged.

Chasing what's missing is just one step. Here's the whole path, from your client's first upload to the case your team reviews.

  1. 01

    Clients submit once

    By web, email, SMS, WhatsApp, voice, or chat — whatever suits them. One place, however they reach you, with nothing for them to learn.

  2. 02

    PaperChase chases what's missing

    Gentle, on-brand nudges on the client's own channel until the checklist is complete — so your team isn't the one sending the third reminder email.

  3. 03

    We extract the structured data

    Each document is read into the structured fields the agencies and institutions you file with expect — every value bound back to its source for your team to verify, never asserted as correct on its own.

  4. 04

    You review a packaged, secured case

    Encrypted and organized under your firm, the case flips to ready the moment the checklist is complete — a clean package for your professional to act on. The judgment stays yours.

The case view

See the case come together.

Every requirement, every document, every extracted field — in one live view. You watch completeness climb as documents arrive, and step in whenever you want.

  • A checklist configured for your practice, out of the box
  • Live status on every item — received, chasing, in review
  • Ready for review the moment it's complete
See it for accountants →

Case

Maria S. · 2024 filing

75%
  • Photo ID Received
  • Prior-year filing Received
  • Proof of income In review
  • Supporting records Chasing…

When the last item lands, this case flips to Ready for review.

Structured data

From documents to data you can file.

Each document is read into the structured fields the agencies and institutions you file with expect — names, dates, identifiers — and every value is bound back to the page it came from.

  • Every field bound to its source document
  • Presence and structure only — your team verifies the values
See it for immigration →

Extracted from

Passport.pdf

6 fields
  • Full name Maria Sandoval

    ↳ Passport · biographic page

  • Date of birth 12 Apr 1990

    ↳ Passport · biographic page

  • Document no. X1234567

    ↳ Passport · biographic page

Every value is bound to its source — verify before you rely on it.

Security

Secured under your firm — and only your firm.

Documents are encrypted at rest and scoped to your firm, decrypted only in-process to do the work. No PaperChase employee has standing access, no firm can read another's, and deletion is real and irreversible.

How we protect data →

Firm vault

Your Firm LLP

  • Encrypted at rest
  • Scoped to your firm — no cross-firm reads
  • Decrypted only in-process
  • No standing employee access
  • Deletion is irreversible — backups included
Solutions

Choose your practice.

PaperChase is configured for your field — the right checklist, the right documents, the right chase. Pick yours to see how it works.

A different practice but still chasing paper? Talk to us — contact us and we'll help.

Why PaperChase

Built for high-trust work.

Sensitive documents, non-technical clients, a licensed professional on the line. PaperChase is built accordingly.

One place, every channel

Clients submit on web, email, SMS, WhatsApp, voice, or chat — and it all lands in one organized case.

Structured data, not a pile of files

Documents become the structured fields the agencies you file with expect — every value bound back to its source.

Encrypted, isolated, organized

Every document is encrypted at rest and scoped to your firm, decrypted only in-process. No PaperChase employee has standing access, and no firm reads another's.

Real deletion, honest records

Deletion is irreversible — backups included — while an audit skeleton proves what happened. We assert presence, never accuracy.

Your brand, front and center

Every client-facing surface is your firm's — logo, name, and handle. Your clients experience your portal, not ours.

Consent-first, inbound only

Your client always reaches out first, and every channel carries recorded consent and an immediate opt-out. No cold outreach, ever.

FAQ

Questions, answered.

Does PaperChase decide anything about my clients' matters? +

No. PaperChase decides only collection state — whether enough information now exists to begin a review. It never judges the merits, and extraction asserts presence, never accuracy. Your professional's judgment stays yours.

How is my clients' data kept secure? +

Every document is encrypted at rest and scoped to your firm, decrypted only in-process to run extraction or serve it to an authorized person. No PaperChase employee has standing access, and no firm can ever read another's data.

Which channels can my clients use? +

Web, email, SMS, WhatsApp, voice, and chat. They submit in one place however they reach you, and you can tighten which channels are accepted per practice.

Whose brand do my clients see? +

Yours. Every client-facing surface — the portal, the messages, the intake address — is your firm's brand and handle, never PaperChase's.

What happens to my data if I stop paying? +

Access is suspended, then a grace and retention window begins — during which your clients can still retrieve their own submissions. Nothing is destroyed without an explicit final notice first.

Stop chasing. Start packaging.

Start free — your first cases are on us. No card required.