How Punctilio works

Keep the work with the documents.

Collect what you need, review what arrives, and share the right files from one workspace.

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Explore the sample without an account.

A project, from both sidesIllustrative example

Client onboarding

Alder Studio

Requested files

  • Formation certificateApproved
  • Financial statementsChanges requested
  • Service agreementWaiting for upload

The next step

Share the approved document

Choose which room files a recipient can open through a Share Link.

Client uploadsYour team reviewsYou control access

A clear handoff

Your team knows the status. Your client knows what to do.

01Client Requests

Make the next step clear.

Give clients a named checklist and an upload link. See what arrived, what needs a change, and what is still missing.

For your team
Review submissions and keep feedback with each request.
For the recipient
Upload against the right item without creating an account.

02Data Rooms

Share the files that are ready.

Organize approved files into folders and share selected content. Set the access rules for each link, then follow the activity.

For your team
Choose the content, gate access, and control downloads.
For the recipient
Open one room with the files they have been given access to.

03Signing

Keep the agreement on record.

Prepare a PDF, place the fields, and send signing links. Follow signer progress and retain the completed PDF with its audit evidence.

For your team
Track signatures and send a reminder when needed.
For the recipient
Review and sign in the browser through their signing link.

Practical protection

Control belongs in the handoff.

Visitor uploads are quarantined and malware-scanned before they can be filed into a room. Share Links can require email verification, a password, or NDA acceptance, with expiry and download controls.

Read the protections and limits

Start with the work you have

A client file. A diligence room. An agreement.

Start with a room and add a request checklist or Signing when the project needs it. Explore the complete sample, or compare the workflow and price with the tools you already know.

Compare your options

Put the next project in order.

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