Live demo · fictional client data

The client documents, collected and checked for you.

Send one private link. Sealio reads every upload with AI, files it to the right slot, encrypts it at rest, and chases whatever is still missing — so you don’t.

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DFDiego FuentesDOC-4471

Passport bio page

passport_scan.pdf · 1.2 MB

In review

Encrypting & uploading…

Every step is logged with a timestamp and the model’s reasoning.

One link, not twenty emails

Add a client, list what they owe, send the link. They upload on any device — no login, no app.

The AI files it, you don’t

Every upload is checked against that client’s list, moved to the right slot if it landed wrong, flagged if it matches nothing.

Proof for every file

Per-document and per-month status, one-click reminders, and a timestamped record of why each decision was made.

How it works

One link out. A complete, verified file back.

Step 1 · Request

List the documents once, send the link

Start from a template or build the checklist by hand — grouped, with per-month buckets where you need them. The client gets one private link that expires.

The client sees exactly what you need, one card at a time.

Rohan & Priya Desai — checklist

  • Government photo ID Received
  • Notice of Assessment 2 of 2
  • Chequing statements4 / 6 months
  • Down-payment sourcePending
Step 2 · Verify

The AI reads each upload and files it

A statement dropped into the ID slot is recognised and moved to Income; the ID slot stays open. Every verdict is logged with its confidence, and you can override any of it.

Nothing sits misfiled. Nothing gets past you unlabelled.

Upload — auto-filed by AI

statement_sept.pdf read as T4
moved to Income
Photo ID slot stays open — still needed from Priya.
Step 3 · Chase & prove

Reminders go out; the log stays complete

One click emails the client what’s still missing — down to the exact months. The append-only activity log shows why every document was accepted, not just that it was.

You stop being the follow-up. The file explains itself.

Activity log

  1. 09:41

    Upload received — statement_sept.pdf, encrypted at rest.

  2. 09:41

    AI read as “T4” — high confidence. Re-filed to Income.

  3. 10:02

    Reminder emailed — 2 documents pending for Priya.

Append-only · timestamped

Encrypted before it lands

A unique AES-256 key per file, wrapped with an RSA key that never leaves the server. Storage only holds ciphertext.

Private, expiring links

Each link works for one client, expires, and can be revoked instantly. The client page is upload-only.

Every decision on the record

An append-only, timestamped log of uploads, AI verdicts, reassignments, overrides and reminders.

The part nobody bills for

Sound familiar?

A single PR file is a dozen documents. Half come back named “scan_final_v2” and I re-file everything by hand.
Immigration consultant
I ask for six months of statements. I get three, then two more a week later, and I’m the one keeping track of which months landed.
Mortgage agent
Every February I’m writing the same “still need your T-slips” email two hundred times.
Accounting firm

Sealio turns all of that into a link you send once.

Who it’s for

If you collect the same documents from every client, it’s built for you.

Mortgage and lending, immigration, accounting and tax, real estate law — and a dozen adjacent practices where a checklist meets a deadline.

See all industries
FAQ

Questions & answers

See it work with your own document names

Open the demo, pick a template close to your practice, and send yourself the client link.