Every tool your team needs, in one place
From document chat to financial oversight — GrabDocs brings your files, workflows, and collaboration together so nothing slips through the cracks.
What's inside GrabDocs
Purpose-built features that work together — so your team can move faster without switching apps.
Calendar & Scheduling
Plan meetings, share your availability, and collect what you need.
- Create personal or company events with reminders, recurrence, and Reach links
- Set weekly hours and booking rules — timezone, slots, notice, and buffers
- Create bookable event types for one-on-one or group appointments, with optional forms and files
- Share a booking link so guests pick a time, submit info, and confirm
- Review signups and keep meetings linked to clients, with recordings and notes
- Bookings show on GrabDocs and external calendars
Best for: Client appointments, team coordination, and bookings that stay with the documents
My Clients
One command center per client — know who you're waiting on and whats next.
- Create a client and GrabDocs pulls together their files, emails, conversations and searches together
- See a needs-attention queue that separates waiting on the client from waiting on you, with a recommended next step
- Incoming files and emails are matched automatically by email or domain so they land on the right client
- Ask about a client — what's missing, have they signed, last contact — or draft an email from the same record
Best for: Client-facing teams juggling many open packages — accounting, legal, insurance, lending, and any practice that needs one place to see status across workflows
Trend Insights (GTI)
Bring files from multiple sources together and let GrabDocs surface summaries, patterns, and time series charts across all of them.
- Add files from different sources and get a single AI-generated summary across all of them
- Automatically extract time series data from each file and visualize it as charts — track temperature, heart rate, project progress, spend, and more over time
Best for: Healthcare record analysis, construction progress tracking, financial monitoring, and any field where data lives across multiple documents
Intake
Turn document collection into a tracked checklist — not a pile of emails.
- Create a checklist of required documents for each client or case
- Share a secure upload link; clients can also send files via email
- GrabDocs automatically matches incoming files to checklist items, with a review queue for anything uncertain
- Track progress and send automated reminders for missing or overdue documents
Best for: Client onboarding, loan packages, insurance submissions, compliance checklists, and any workflow where you need multiple specific documents from one person
Digital Signature
Sign documents with a clear, repeatable flow from request to completed file.
- Send documents and forms for signature
- Multi-signer envelopes with sequential or parallel routing, automated reminders, and expiration dates so deals don't stall in someone's inbox
- Keep completed submissions organized so you can review, download, and share the final signed copy
Best for: Contracts, approvals, HR packets, vendor agreements, and workflow
Email Replies
Save time on replies and file download and stay focused on other work.
- Connect Gmail or Microsoft 365 and pull only emails that need a reply
- Get reminded when an important email is replied
- GrabDocs drafts your email replies for you — review, edit, and send
- Optionally pull in calendar, files, and workspace context so replies stay accurate
Best for: High-volume inboxes, important follow-ups, and teams that want AI-assisted replies grounded in their GrabDocs workspace
File Request
Request files from anyone using a secure upload link or short code.
- Create an upload request link — a shareable URL
- Change the request link expiration date and regenerate the short code as needed
- Track incoming uploads and manage the request lifecycle
- Received files are automatically added to your account and become AI-chattable instantly
Best for: Collecting documents from clients, vendors, or teammates securely
AI File Manager (AI FM)
Tidy and reorganize your library with plain-English command
- Say what you want in natural language; AI FM turns it into a clear step-by-step plan (moves, renames, trash, bookmark updates, and smart organize with a dry-run summary so you see what would change before anything runs).
- History and undo (where policy still allows) so you can reverse a batch shortly after if you change your mind.
Best for: bulk tidy-up, folder cleanup, repeatable moves, large bookmark updates, and light "auto-organize" runs—without clicking through hundreds of rows.
Fillable File
Convert documents into fillable templates.
- Upload or create a fillable template from any document
- Place fillable fields — text, checkboxes, and signature fields — directly on the document
- E-signature capability: recipients sign in place on the document when they complete the form
- Share a fill link so others can complete and submit
- Review completed submissions and download copies
Best for: Forms-on-documents, e-signature workflows, and collecting consistent submissions
ChatGD
Chat with your documents to get answers fast.
- Ask questions about uploaded files and get responses
-
Use
@fileto focus the chat on a single file or summarize it -
Use
@bookmarkto chat across a curated collection of files at once — ideal for comparing or synthesizing related documents - Summarize PDFs, contracts, reports, and meeting artifacts into key points
Best for: Quick Q&A, summarization, and turning document content into decisions
Secure Messaging
Private messaging with your clients so conversation stay with their document.
- Send and receive messages instantly with real-time delivery
-
Use
@userto message someone directly or@workspaceto reach everyone in that workspace at once - Multi-layer encryption protects message content and metadata at rest with workspace-scoped keys, unique per-message data keys, and AES-256-GCM envelope encryption
Best for: Secure team communication, workspace-wide updates, and keeping sensitive conversations private inside your document workspace
Forms
Build and manage forms for collecting structured information.
- Upload a PDF or scanned hardcopy; GrabDocs rebuilds the form automatically so you don't place fields by hand
- Create forms with customizable fields — text, dropdowns, checkboxes, dates
- Publish and share forms to collect responses
- Review submissions and export responses when needed
- Use templates to standardize intake processes across teams
Best for: Intake workflows, standardized data capture, and repeatable processes
Financials
Manage and review your receipts and invoices in one organized place.
- Manage receipts and invoices in one place
- Filter and search across financial records in multiple ways
- See high-level summaries — totals, averages, recent activity — and drill into details
- Keep billing and expense documentation audit-ready
Best for: Receipt and invoice oversight and financial document visibility
Notes
A collaborative space to capture, organize, and search everything your team writes down.
- Take notes and keep them organized and accessible in one place
- Collaborate with teammates — multiple people can contribute and edit
- Use AI to search across all your notes and instantly surface what you need
Best for: Team note-taking, knowledge capture, and AI-powered search across your notes
Extraction Engine (GEE)
Turn documents into structured data — safely.
- Extract key fields and tables from documents, including PDFs and scans
- Redact sensitive information before saving, exporting, or sharing results
- Keep extracted outputs consistent and easier to analyze downstream
Best for: Secure document processing, structured extraction, and compliance-minded workflows
Reach
Schedule your video meetings and streaming inside GrabDocs.
- Create and join meetings quickly — share links with guests or team members
- Record meetings and automatically generate transcripts, summaries, and meeting reports — including attendance and participation information
- Share meeting reports internally with your team or externally with clients and stakeholders
- Keep meeting context connected to your workspace so follow-ups don't get lost
Best for: Video meetings that stay connected to the work
Engagement Tracker (GET)
See who showed up, how long they stayed, and how they contributed — all in one place.
- Track attendance, join/leave times, and total time in meeting for every participant
- GET assigns each participant a participation score after the meeting ends
- Chat with your meeting data — ask about speaking time, engagement scores, or any participant's contribution
- Generate charts and visual breakdowns of engagement across the session
- Seamlessly connected to Reach — no extra setup needed for meetings hosted there
Best for: Universities, colleges, and teams that want to improve participation and hold meetings accountable
Inside GrabDocs
Experience GrabDocs across all your devices — Mobile, Tablet, and Desktop
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Join teams who use GrabDocs to manage documents, run workflows, and collaborate — without the chaos.