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.
INCLUDED WITH CORE
Document Collection Portal
A single upload link, a visible checklist, and automatic reminders for missing documents.
From $397 USD per month
Included with Momentum Core ($397 USD/month) and Growth.
No contractMonth to month
Optional: we build it for you — White-Glove Setup, $997 USD 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*.
Your plan fee covers the software. Texts, calls, and emails are billed as you use them at pay-as-you-go rates — about three cents a text and a fifth of a cent an email, plus $5/month per phone number. Every new account starts with a signup credit ($10 on Lite, $25 on Core, $50 on Growth). Prices in USD, exclusive of tax.
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.