Clients send you documents everywhere.
Clerq sorts, classifies, and tracks them automatically inside your existing tools.
30 min. We find 10+ hours of waste or the call is free.
You didn't get into this to be a filing clerk.
Clients send docs in 5 separate emails over 3 weeks. You lose track of what's in, what's wrong, and what's missing.
Was that bank statement in email, WhatsApp, or on a USB stick? You spend 20 minutes looking. Per file.
Document collection takes up to 10 days per application. Every day chasing paper is a day not closing.
Which client sent proof of income? Did the Garcias send the right tax return? It's all in your head. Or a stale spreadsheet.
Three things happen. None require you.
Email, Drive, upload form. Clerq watches every channel your clients use.
Each file is classified, matched to the right client, and filed into their folder.
Live tracker per client. Automated reminders for outstanding docs. No more chasing.
Keep your email. Keep your Drive. Clerq adds intelligence on top. Nothing changes for you or your clients.
Your doc types. Your folder structure. Your reminder schedule. Built around how you work.
Not a template. We design, build, and maintain it. Something changes? We adjust.
Same workload. Completely different experience.
"Even if the system handles 90%, it's a different game. For me to check the other 10 instead of checking the whole 100? Super different game. Would I hire an assistant to do this? I'd rather use this and call it a day."
Everything below. Built around your tools.
Nothing to install.
The output of a full-time document admin.
At a fraction of the cost. No hiring. No training. No turnover.
30-minute discovery call. We map your document workflow and show you exactly what can be automated.
Book Your Free Discovery Call →If we can't find 10+ hours of wasted time, we'll tell you in the first 15 minutes.
We onboard 3 new clients per quarter.Limited availability.