Introducing UpLink

Transform client document requests into real-time insights with the AI-powered PBC.

Replace manual document requests with AI-powered PBC. Securely request client documents and pre-validate them at scale with AI, streamlining audit processes.

Discover how to:

• Centralize document requests to reduce client chasing
• Pre-validate client documents at scale with AI, improving sample quality
• Export ready-to-test documents to DataSnipper, streamlining workflows.

Watch at your convenience!