GrabDocs

# GrabDocs – Intelligent Document & Workflow Workspace Bring your documents, email, meetings, and business workflows together in one intelligent workspace. GrabDocs helps you organize files, find information, manage client work, collect documents, and keep tasks moving. Search your information, get answers from documents, and automate routine work without constantly switching apps. ### DOCUMENT MANAGEMENT & AI **Files & AI** Upload PDFs, receipts, invoices, contracts, forms, spreadsheets, and images. GrabDocs organizes your documents, extracts information, and makes your library searchable. **ChatGD** Ask questions across documents, notes, meeting transcripts, and records. Use @mentions to focus on specific files and get answers with source citations. **AI File Manager** Organize your document library using plain-language instructions. Move, rename, and organize files through guided actions, with a preview before changes are applied. **Notes** Create and collaborate on notes alongside your documents. Keep information organized, searchable, and connected to your work. ### CLIENT & WORKFLOW MANAGEMENT **My Clients** Keep each client's files, emails, conversations, intake requests, signatures, and notes together. See what's waiting on clients and what needs your attention. **Intake** Create document checklists and request information from clients. GrabDocs matches incoming files to requested items and tracks outstanding documents. **File Request** Request documents using secure upload links. Recipients can submit files without needing a GrabDocs account. **Email Replies** Connect Gmail or Microsoft 365. Identify emails needing responses and messages you're waiting on. GrabDocs prepares reply drafts using workspace context. Review and approve every reply before sending. **Digital Signatures** Prepare signature packets, place signing fields, and send documents for signature. Track completed and outstanding signatures. **Fillable Files & Forms** Turn documents into fillable forms. Add text fields, checkboxes, dates, and signature fields, or create reusable forms from templates. Collect and manage responses. ### COMMUNICATION & COLLABORATION **Calendar & Scheduling** Connect Google Calendar or Microsoft Outlook, schedule events, share booking links, and manage appointments. Keep meetings connected to clients and documents. **Reach** Host video meetings in GrabDocs. Generate searchable transcripts, summaries, and meeting reports connected to your workspace. **Secure Messaging** Communicate privately with teammates and clients alongside the documents and workspaces where work happens. **Workspace** Collaborate in shared workspaces. Organize documents, mention people and files, exchange messages, and coordinate work. ### BUSINESS INSIGHTS & PRODUCTIVITY **Assist** Get a daily overview of important calls, follow-ups, commitments, and work that needs your attention. **Financials** Organize receipts and invoices. Review spending by category, vendor, and time period, with access to underlying documents. **Trends** Explore patterns across documents and records. Generate charts, summaries, and time-based insights. ### WHY GRABDOCS? Your documents shouldn't be disconnected from the work they support. With GrabDocs, find information, answer questions, collect missing documents, prepare client communications, manage signatures, coordinate meetings, and track work from one connected workspace. Less time searching. Less switching between apps. More time moving work forward. **GrabDocs – Your documents, communication, and workflows, working together.**