Nobody knows which version is current.
Three copies, three folders, three names. The client asks which one is in service, and the answer is a search.
$49 a month per firm, unlimited
DocTrax
For consulting firms that manage client documents. Your documents are everywhere. Their status shouldn't be.
Drafts live in Drive and OneDrive. Reviews happen in chat. The final sits in someone's inbox. DocTrax gives every document one card, one owner and one status.
As AI writes more of your documents, DocTrax keeps track of every one.
The problem
Still tracking documents in a spreadsheet?
The history is gone.
Who drafted it, who reviewed it, who approved it. That lives in email threads and chat windows nobody can find later.
Nobody owns it.
Everyone touched it. No one is accountable for it.
When it goes obsolete, nobody notices.
One card per document. One point of reference.
How it runs
One card. One owner. One answer.
Every client, one place
Track documents across all of your clients without mixing them up.
One status, always visible
Every card shows In Service, Archived, or Obsolete. Everyone on your team sees the same answer. Every document has a single Document Owner. No card exists without one.
Links, not files
Add the OneDrive or Google Drive link, plus the chat conversation links used to draft or review it. Your documents stay where they are. DocTrax tracks them. It does not store them. Every change is logged on the card it belongs to. The history travels with the document.
A person is accountable, cradle to grave. Anyone can draft. The person with decision rights approves it before it reaches a client. DocTrax keeps that record on the card, from the first draft to the day it goes obsolete. The title stays fixed across versions. Only the owner can rename it, and every rename is logged.
$49 a month per firm, unlimited.
Unlimited documents. Unlimited clients. Every price is on this page. No setup fees. Month to month, cancel anytime. Your data exports with you.
Tell us how your firm tracks documents today. We will show you what changes.