The features behind every client file.
Six tools, one set of features underneath: how a form reaches your client, how their answers and files come back, and how every version is kept.
Send it
Get a form in front of your client, wherever they are.
Get it back
Answers and files come back into the right client's folder, and you can watch them arrive.
Keep the record
Every version of every client document is kept, with who saved it and when.
Or start from the job you need done
Form builder
Build intake forms, questionnaires, and notices with a block editor. Share a link or QR code and watch responses arrive in real time.
Client management
Every client gets a folder. Forms, files, and signatures file themselves under the right client — automatically.
Note-taking
Keep session notes, checklists, and follow-ups right beside the client they're about — not in a separate app.
Contracts & agreements
Draft agreements from templates, collect a signature in the document, and confirm to lock each one on record — filed under the client.
Publications
Publish price lists, announcements, and house rules once — every client reads the same current version.
Client portal
Give each client one link to everything you've shared — they sign in with an email link or QR code, no password, no account.
Describe it, and the draft lands where it belongs
Pocper AI works inside your workspace, not beside it. What it drafts goes straight into the right folder or client's file, and every change it suggests is shown in the document before you apply it.
Every feature here is on the Free plan.
Start free, with no credit card — upgrade only when you need more than 20 papers.