Your Document Collection, Finally Under Control
Stop managing PBC lists over email. Provyd gives your firm a structured, branded portal where clients submit documents, your team reviews them, and every step is tracked — automatically.
From document request to approval in three steps
Create Your PBC List
Build a structured list of document requests for each engagement. Use marketplace templates or build your own. Assign due dates, required roles, and review workflows.
Client Submits Documents
Clients receive a clean, branded portal — no app download required. They upload directly against each request. You see progress in real time.
Review and Approve
Documents flow through your configured review and approval chain. Sequential or parallel — your call. Every action is logged to an immutable audit trail.
Everything your firm needs, nothing it doesn't
Configurable Workflows
Design sequential or parallel review and approval chains. Each document type can have its own workflow.
Firm Branding
Your logo and colors on every client-facing page. Clients see your firm, not a generic SaaS product.
Role-Based Access
Five distinct roles: Firm Admin, Firm Staff, Client Admin, Client Member, and Reviewer — each with precise permissions.
Version Control
Full version history for every submitted document. Revert, compare, or download any prior version at any time.
Group-Based Visibility
Clients control who sees what through configurable groups. Visibility is enforced server-side — never rely on client-side filtering.
Automated Escalations
Configure overdue alerts at custom thresholds. Notifications go to the right people automatically — no manual chasing.
Immutable Audit Trail
7-year retention on every action. Exportable to CSV or PDF for regulatory review, litigation, or compliance.
Bilingual Platform
Full English and Spanish support per user. Clients and staff each pick their own language — no configuration required.
Built for the workflows you already run
Structured document collection for every practice area
From real estate closings to corporate transactions, litigation support to immigration — law firms need documents from clients on a schedule. Provyd replaces scattered email threads with an organized, tracked portal your clients will actually use.
- Matter-specific PBC lists with custom due dates
- Client-controlled visibility groups for sensitive documents
- Sequential review chains matching your approval hierarchy
- Immutable record of every submission and approval
- Branded client portal — your firm, your colors
See Provyd in action
Engagements
12 active · 3 awaiting action
What does your current PBC process actually cost you?
The average professional spends 8+ hours per engagement managing document collection over email. At $150/hour, that is $1,200 in overhead before a single document is reviewed.
The Old Way
- Email threads with no structure or tracking
- Manual follow-up to chase missing documents
- Version confusion when clients re-send files
- Missed deadlines with no automated alerts
- No audit trail for what was received and when
- Client confusion about what is still needed
With Provyd
- Structured PBC list with real-time status
- Automatic escalation at configurable thresholds
- Full version history with clear replacement tracking
- Due dates enforced with automated notifications
- Immutable audit trail on every action
- Client portal with clear outstanding items list
Pre-built PBC packages for your most common engagements
Skip the setup. Buy a professionally structured document checklist and have your next engagement ready in minutes.
Complete individual and business tax document checklist. Covers W-2s, 1099s, K-1s, prior returns, depreciation schedules, and supporting workpapers.
Full-cycle audit evidence package. Covers financial statements, bank reconciliations, accounts receivable aging, fixed asset listings, board minutes, and management representation.
Residential and commercial closing document package. Covers title, surveys, mortgage payoffs, HOA estoppels, insurance binders, and entity authorization.
Entity formation and qualification document set. Articles, operating agreements, EIN applications, banking resolutions, and registered agent filings.
Comprehensive buy-side financial due diligence checklist. Covers financials, tax, contracts, HR, IP, real estate, and corporate governance — structured by workstream.
EB-2 National Interest Waiver and Advanced Degree petition document package. Covers personal records, employer letters, educational credentials, and supporting evidence.
Recurring monthly bookkeeping document set. Bank statements, credit card statements, payroll reports, and expense receipts — structured for efficient monthly close.
SOX 404 control testing evidence package. Covers IT general controls, financial close controls, segregation of duties, access reviews, and management testing.
Prefer to build from scratch? Every plan includes an unlimited PBC list builder.
Simple, transparent pricing
Start free and scale as your firm grows. All plans include the full platform — no feature gating on the essentials.
- 1 active engagement
- 5 archived engagements
- Full PBC list builder
- Client portal with firm branding
- Basic document workflows
- 5 active engagements
- 25 archived engagements
- All workflow types
- Marketplace access
- Audit trail export
- 20 active engagements
- 50 archived engagements
- Advanced escalation rules
- Priority support
- Team management
- Unlimited engagements
- Unlimited archive
- Dedicated onboarding
- SLA guarantee
- Custom integrations
All plans include bilingual support (EN/ES), marketplace access, immutable audit trail, MFA, and S3 document isolation.
Ready to transform your document collection process?
Join professional firms that have replaced email chaos with structured, tracked, branded document workflows. Start free — no credit card required.
No credit card required · Free plan available · Cancel anytime