Chasing clients for documents over email is broken. Files get lost, follow-ups are forgotten, and your deals stay stuck waiting on paperwork.

ClientlyBase lets you send a structured document request directly from any HubSpot Deal or Contact record. Your client receives a clean upload portal with a checklist of exactly what's needed. You track what's been submitted and what's still missing without ever leaving HubSpot.

No more email threads. No more "did you get my file?" No more manual follow-ups. Just a simple, trackable document collection flow built natively inside HubSpot.

Who uses ClientlyBase: Sales teams use it to collect signed contracts and onboarding documents the moment a deal closes. Financial advisors and mortgage brokers use it to request KYC documents, proof of identity, and compliance files from clients. Law firms use it to collect case documents and signed agreements during client intake. Agencies use it to gather briefs, brand assets, and signed approvals from new clients. HR teams use it to collect employee documents during onboarding.

How it works: Open any Deal or Contact in HubSpot. Click Request Documents from the card. Select a document template, a pre-built checklist of files you need. Your client receives a notification with a secure upload link. They upload each file through a clean, no-login portal. You see real-time status updates directly in the HubSpot card, what's been submitted, what's still pending.

Why teams switch to ClientlyBase: Unlike tools that redirect you outside HubSpot, ClientlyBase is fully native. The entire document request and collection flow happens inside your existing HubSpot workflow. No switching tabs. No copy-pasting links. No disconnected tools. Your deals move faster because paperwork stops being the bottleneck.