Metadock helps professional firms securely collect documents, manage client workflows, and stay on top of deadlines — without spreadsheets, follow-ups, or chaos.
From client document uploads to task tracking and audit-ready records, Metadock gives you a single system to run your operations efficiently today, with communication and CRM intelligence built in for tomorrow.
Built for compliance-heavy firms that need confidence, clarity, and audit-ready control.
Securely collect and organize client documents with automated workflows and real-time tracking.
Never miss a deadline with intelligent reminders and automated task assignment across your team.
Maintain compliance with automatic logging and secure record-keeping for peace of mind.
Collaborate seamlessly with your team and clients through integrated messaging.
Gain insights into your client relationships and business metrics at a glance.
Grow your firm without expanding your overhead with automated workflows.
Needed only when multiple accounts share the same mobile number.
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