Document collection, now a conversation.
Tell Xenora what you need. It talks to your client, chases the missing pieces, and validates every file. You just approve.
Less chasing. More closing.
One platform for every professional document workflow. Zero complexity.
Every document checked before you look.
AI validates. System reminds. You approve. While you work, Xenora follows up.
Turn scattered documents into organized workflows.
Collect, categorize, validate, and track documents effortlessly. Xenora brings structure and clarity to every engagement.
Sign up.
Pick your practice area, then start your first conversation or flow.
Xenora follows up.
Chases the documents, validates every upload, and hands you a verified file set — ready for approval.
Nothing slips through.
Every conversation, client, and document, tracked in one place.
Let's Collaborate.
One click to add your team. Collaborate, assign, and approve — together.
Everything you need to stop chasing documents.
From the first request to the final approval — on WhatsApp and Email, checked by AI, tracked in one place.
Converse
Every request is a two-way conversation on WhatsApp and Email. Xenora answers questions, asks for exactly what is missing, and your team can step in on the same thread.
Collect
A personalised checklist on WhatsApp and Email. No sign-in — clients reply or upload from their phone. Every director or partner gets their own link.
Validate
AI checks every upload for type, legibility, name match and expiry — so problems are caught before you open the file.
Track
One dashboard for every case — what is in, what is pending, and what needs you, across all clients and team members.
Automate
Reminders and follow-ups go out on their own. Cases move forward without you — you step in only to approve.
Close
Approve the case and download a verified, tagged file set with the full audit trail. Archived in one click.
What is document collection software?
Document collection software requests, collects, validates and tracks documents from clients, employees or vendors in one place — replacing scattered email threads, WhatsApp chats and shared folders. Xenora does it where your clients already are: on WhatsApp and Email, with no login or app to install.
- Request on WhatsApp & Email: send a checklist; clients reply or upload through a secure link.
- Automated reminders: Xenora follows up on missing documents until the checklist is complete.
- AI validation: every file is checked for type, legibility, completeness and expiry before you review it.
- Approval workflow: simple single- or multi-level review, approve or reject with comments.
- One inbox & audit trail: every request, file and decision tracked in one place — a lightweight DMS for your practice.
Built around your workflows, not the other way round.
Xenora works with enterprise teams to design custom document workflows, configure domain-specific validation rules, and integrate with your existing systems — ERP, HRMS, LOS, or any internal platform.
- Custom workflows: checklists, validation rules and approval chains designed for your teams.
- API & integrations: connect ERP, HRMS, LOS or internal platforms through a documented API.
- White-label: your brand on client-facing messages and upload links.
- Dedicated support: custom SLAs, dedicated infrastructure and priority support.
Questions, answered.
Everything teams ask before switching from email and WhatsApp groups. Still unsure? Talk to us.
What is Xenora?
Xenora is the document workflow platform for professional services firms. No sign-in required — clients reply on WhatsApp or upload through a secure link sent on WhatsApp and Email. AI validates. Your team approves. Everything lives in one place — no more scattered email threads, no more chasing.
What is a Xenora conversation?
Every document request in Xenora is a conversation. Xenora messages your client on WhatsApp or Email, answers their questions, asks for what is still missing, and validates each file as it arrives. Your team sees every conversation in one inbox and can reply on the same thread at any time.
Who is Xenora for?
Xenora is built for document-driven professions: Chartered Accountants, auditors, lawyers, HR teams, loan processors, tax consultants, and company secretaries — anyone whose work starts with collecting the right paperwork from clients.
How is Xenora different from email or WhatsApp groups?
Email has no structure. WhatsApp has no versioning. And your juniors have no time left for real work. Xenora gives every engagement a clear checklist, automatic reminders, AI-validated uploads, and one source of truth for the whole team.
Do clients need to install an app or sign in?
No sign-in, no app, no friction for your clients. They reply on WhatsApp with their files, or upload through a secure link sent on WhatsApp and Email — no account, no password.
What does AI document verification do?
Xenora’s AI checks incoming documents for the right type, completeness, legibility, and key fields. It catches issues like blank pages, wrong document type, expired IDs, or missing signatures before a human reviewer ever opens them — saving your team hours of cleanup.
Show all 17 questions
Can I build custom document workflows for my practice?
Yes. Beyond pre-built workflows for audit, tax, KYC, HR onboarding, loan processing, and legal, Xenora lets you build a checklist for any client requirement and save it as a reusable template — your practice, your process.
Is Xenora a document management system (DMS)?
Xenora is a lightweight DMS purpose-built for client document collection and review, not a heavyweight enterprise content platform. You get versioned storage, audit trail, search, and access control per client — without the implementation cost of a traditional DMS.
Is Xenora a lightweight alternative to heavyweight document workflow software?
Yes. Traditional document workflow suites require weeks of setup, dedicated admins, and force every team into a single rigid process. Xenora is a light workflow tool — your team is collecting documents the same day they sign up, with reusable templates per use case (audit, loan, KYC, HR onboarding) and no implementation services.
Can Xenora replace email + spreadsheet-based document collection?
That is exactly what Xenora is designed for. Replace the email threads, WhatsApp groups, and master spreadsheets with one place where every client request, upload, reminder, review, and approval is tracked — visible to your whole team and audit-ready.
Does Xenora do intelligent document processing (IDP)?
Xenora’s AI layer performs document classification, completeness checks, and key-field extraction on every upload — the core capabilities of an IDP system, embedded directly into the collection workflow so it runs before a human reviewer ever sees the file.
How do I request documents from clients?
With Xenora, you pick a checklist (audit, ITR, KYC, onboarding, loan, custom), add the client, and hit send. The request goes out on WhatsApp and Email — no login, no app install for the client. No sign-in required — they reply on WhatsApp or upload through the secure link sent on WhatsApp and Email. Xenora’s AI validates each upload as it arrives, automatic reminders fire until everything is in, and your team only reviews what passes the AI gate. One workflow replaces the scattered email-and-WhatsApp chase.
Does Xenora work as practice management software for CA and legal firms?
Yes. Xenora doubles as practice management software for CA practices and legal teams — an intelligent DMS where every client document is organized against their record, versioned, searchable, and audit-ready. It covers the full lifecycle professional services run daily: document collection, document organization, review and approval, and contract lifecycle management — with WhatsApp and Email as the front door instead of a portal nobody logs into.
How do I organize documents from multiple clients in one place?
Every client gets their own workspace in Xenora. Documents are auto-organized by client, engagement, and document type — no manual folder discipline required. Search across the entire practice, filter by status (pending, in review, approved, overdue), and pull a complete history per client when audit time comes. The AI tags incoming files so nothing lands in the wrong folder.
How is Xenora different from Content Snare or FileInvite?
Content Snare and FileInvite are web-portal-first. Xenora reaches clients on WhatsApp and Email: no sign-in required — clients reply on WhatsApp or upload through a secure link sent on WhatsApp and Email. AI validation runs on every file as it arrives, not as a separate review step, and pre-built workflows for ITR, GST, audit, and KYC work out of the box.
Can clients send documents without creating an account?
Yes — that is the whole point. No sign-in required — clients reply on WhatsApp or upload through a secure link sent on WhatsApp and Email. No download, no signup, no password reset. Friction kills response rates; Xenora removes it.
Does Xenora replace SharePoint, Box, or Google Drive for client documents?
For the client-facing collection layer — yes. SharePoint, Box, and Drive are great for internal storage, but they were never designed for getting documents from people outside your organization. Xenora handles the messy front end — the chase, the validation, the back-and-forth — and gives your team a clean, audit-ready record per client. Many firms keep Drive or SharePoint for internal collaboration and use Xenora as the external collection and lifecycle layer.
Stop chasing documents. Start collecting them.
Send your first WhatsApp & Email document request in minutes. Free forever plan — 14-day trial on paid plans.