Apps similar to ShieldFive include Clustdoc. Other options are Narrato Workspace, Portico, Content Snare and FileChute Documents. You can choose from more than 10 Document Managers like ShieldFive for the web, iPad, Android, iPhone and Chrome OS.
Clustdoc is a leading client onboarding and verification software that helps SMB and Corporate Teams streamline and automate routine tasks from clients during the onboarding phase.
Content workflow and project management software - a complete content collaboration platform for content teams, marketing teams and agencies, and businesses.
Unified onboarding platform for agencies, professionals, and freelancers combining forms, document upload, signatures, payments, reminders, field review, comments, white-labeling, multi-language support, portal access, and integration via API, Zapier, webhooks.
Content Snare is secure client onboarding and document collection software. It's used by accounting firms, bookkeepers, marketing agencies, law firms, mortgage brokers and more to gather tax documents, BAS, year-end workpapers, AML/KYC info, client briefs, and loan...
Australia
Collect client documents without the email chase. Send one branded link with a per-item checklist, auto-reminders, and no client login required.
Offers secure, encrypted, and custom-branded file sharing with large file transfer, password protection, granular permissions, audit logs, e-signature support, mobile and desktop apps, Outlook integration, compliance options, and file versioning for business use.
United States
Web-based website planning platform featuring visual sitemap builder, content planning, flowchart and wireframe diagramming, version control, customizable templates, integration support, page organization, drag-and-drop UI, multi-format export, and collaborative workflow management.
United States
GatherContent is an online collaboration tool that makes it painless and simple for web teams and their clients to plan, organise and work together on content, all in one place.
United Kingdom
FileInvite will transform the way you collect information from your clients – hassle free and on time! No longer do you have to receive multiple emails from clients, files that are too big, wrong files, late files and sometimes nothing at all.
ReqBrief is an AI-powered requirement-gathering tool for agencies and freelancers. Instead of a static intake form, your client has a short adaptive interview, and you get back a structured project brief you can scope and quote from. Free during early access.
Build step-by-step onboarding and validation workflows to get your clients, employees or suppliers on board. No code required.
France
EU
Kentico Draft is a cloud-based service that provides you with a single space for web content production, where everyone on your team can deliver content that is neatly structured and aligned with your content strategy.
CzechiaEU
