If people send you documents to look at
Consultants
A prospect sends a strategy deck or a contract before a first call, and it arrives already read against the questions you always ask.
Auditors and accountants
Statements and policies come in through one link instead of a mailbox, and every one is checked the same way.
Advisors and brokers
A client uploads a policy, a prospectus or a term sheet and gets a reading in your framing, not a generic summary.
Anyone running an intake
Applications, submissions, supplier documents — anything that arrives as a file and needs the same first pass every time.
How it works
You decide the reading
Pick the analysis to run and the model to run it on. That choice is made once and applies to everything that arrives.
You share the link
One URL. Your client needs no account, no sign-up and no software — the barrier that usually kills a document request.
Both of you get the result
The upload is analyzed as you configured it, and the reading goes back to them and to you.
What you should know before you rely on it
It runs on your model key
A Dropbox analyzes using the provider key stored on your account, so the usage is yours, billed by your provider, under your terms with them.
Your client stays anonymous to us
They upload without an account. That is the point of the link, and it means we hold no relationship with them — you do.
You are sending documents to a model
Whatever is uploaded reaches the provider you chose. If your clients send you confidential material, that is a decision to make deliberately.
The reading is a first pass
It is built to get you to the useful questions faster, not to replace the judgement your clients are paying you for.
Set one up
You need an account and a model key. The people who upload need neither.
Create a Dropbox