Query all your documents at once
Speed up sample testing
Ask multiple questions about each sample the client provides. Our parallelized query engine returns results for each document within seconds, saving hours or days.
Workflow
Manage the back-and-forth with ease
Request
Easily create a 'Provided by Client' (PBC) list and pre-define AI queries for the uploaded documents.
Upload
Your client sees an easy to use, secure portal, to drag and drop files to fulfill each request.
Review
Review the documents uploaded by your client, along with results of the queries from the AI.
Approve
Once you're ready, approve and download the files and AI query results.
Tracking & Management
Stay ahead of the curve
Dashboards
Convenient dashboards display the status of all your requests at a glance. See overdue items, or those ready for your review.
Notifications
E-mail alerts notify you when your client uploads files, and e-mails are automatically sent to your client when you request or return items.
Reminders
Set automatic reminders for your client to upload remaining documents, or send a reminder directly from Uplink.
Dashboards
Convenient dashboards display the status of all your requests at a glance. See overdue items, or those ready for your review.
Integrations
Create and Update
via Excel
UpLink allows you to export the PBC to Excel where you can make bulk updates, add custom columns, and even use formulas. You can then upload the data back into UpLink.
Support
We've got your back
UpLink is extremely easy to use, but if you need support, we're here. All customers have access to email support. Enterprise customers have email & phone support with a 4 hour guaranteed response time.
Pricing
Simple pricing
Per firm user or usage-based plans to fit your company, all with unlimited client users.
Security
Industry leading security
Always Encrypted
All data is encrypted during transmission to UpLink and when stored on our platform.
Multi-layered access model
We apply a multi-layered security and access model to prevent unauthorized access to files and data.
SOC 2 Certified
UpLink security practices and controls have been independently audited by experts.