How It Works
Send one link. See what's missing. Remind until complete.
ScopeBridge is built to help teams collect files and keep requests moving without turning into a full CRM or a compliance product.
No recipient accountPrivate uploadsSigned linksCome back later
Client onboardingDocument requestsRenewalsApprovalsVendor intake
Step 1 - Build the request
Start blank or use a template, set the recipient and due date, and define the exact items you need back.
Step 2 - Send one secure link
The recipient uploads without creating an account and can come back later if needed.
Step 3 - See what is still missing
Track completion, send reminders, and move the request forward without juggling email threads.
What the sender sees
- One dashboard for active, overdue, and complete requests
- Item-level visibility into what is still missing
- A clear resend/reminder path instead of manual follow-up
- Template-led setup for repeat workflows
What the recipient sees
- No account to create in the normal path
- One checklist with obvious upload actions
- Progress stays visible so the recipient knows what is left
- A path to upload what they have now and finish later
What ScopeBridge Handles
- Branded request portal
- No recipient account in the normal path
- Required-item checklist
- Private uploads
- Due dates and reminders
- Missing-item and request status tracking
What ScopeBridge Does Not Handle
- Legal review
- Compliance verification
- Approval guarantees
- CRM replacement
- Public file hosting
- Project management replacement
See both sides before you commit.
Preview the recipient upload page or start from a template and build your first request.