Stop chasing clients for files.
Let Jotask do it for you.
Send your client a branded portal link. They upload exactly what you asked for — no account required, no back-and-forth emails. Automatic reminders handle the follow-ups at D+3, D+7, and D+14. Everything lands in your dashboard.
The old way of collecting client files is broken
Email threads no one can find
The logo is in reply #7 of a thread titled «Re: re: fwd: project». The PDF is somewhere in Slack. The password was in a WhatsApp message from three months ago.
Manual chasing every time
You write the same "just following up" email for the 4th time. The client apologises, promises to send it "today", and you wait another three days.
Projects stall — not your fault
Launch is delayed because the client hasn't sent the brand assets. The invoice is late. Your schedule is blocked by someone else's disorganisation.
How Jotask collects files from your clients
- 1
Create a checklist
Add the exact items you need: files, text answers, URLs, secure credentials, or approval sign-offs. Use a saved template to skip this step next time.
- 2
Send a magic link
Your client gets a branded portal in their email. They open it in any browser — no account, no app, no password to create.
- 3
Automatic reminders do the chasing
Jotask sends a gentle nudge at D+3, a firmer reminder at D+7, and an urgent follow-up at D+14. You don't have to write a single follow-up email.
- 4
Everything lands in one place
Files, answers, and approvals appear in your dashboard the moment the client submits. No hunting through email threads.
Who uses Jotask to collect files from clients
Web designers & developers
You need the logo (in SVG), brand colours, copy, hosting credentials, and domain access — weeks before launch.
- ✓Brand assets (logo, fonts, colours)
- ✓Website copy per page
- ✓Hosting login & DNS access
- ✓Design approval sign-off
Accountants & bookkeepers
You're waiting on receipts, bank statements, and contracts that dribble in over three weeks of email.
- ✓Bank statements & receipts
- ✓Invoices from suppliers
- ✓Contracts and tax documents
- ✓Year-end questionnaire answers
Marketing agencies
The campaign launch is blocked because the client hasn't sent the product photos, brand brief, or video assets.
- ✓Product photography & video
- ✓Brand guidelines PDF
- ✓Social media login access
- ✓Campaign brief approval
HR & onboarding teams
New-hire paperwork, ID copies, and signed policies trickle in by email for two weeks before start date.
- ✓Signed employment contract
- ✓ID and address proof
- ✓Bank details form
- ✓Policy acknowledgements
Everything you need to collect client files professionally
No account for clients
Your client gets a magic link. They click, open a branded portal in their browser, and upload. No password, no sign-up, no app.
Automatic follow-up reminders
Jotask escalates from polite to firm to urgent across three automatic reminders. You never write another follow-up email.
Collect passwords safely
Encrypted AES-256 notes for credentials — readable once, then gone. No plain-text passwords in your inbox.
Pause when they're late
Set a deadline. When it passes, the request pauses automatically and the client sees that work stops until they deliver.
Your brand, not ours
Add your logo and accent colour. Every portal your clients see looks like it came from your studio, not a third-party tool.
Reusable templates
Save your "web design onboarding" or "monthly accounts" checklist as a template. New request in seconds.
Pricing — start free, no credit card required
Not ready to pay? Self-host for free. Compare with Content Snare →
Frequently asked questions
- What's the best way to collect files from clients?
- A dedicated file-collection portal beats email every time. With email, files get buried in threads, filenames are inconsistent, and you have to chase manually. Jotask gives each client a branded portal link — they upload exactly what you asked for, in the format you specified, and the portal tracks what's still missing.
- Do my clients need to create an account to upload files?
- No. Your client receives a magic link and opens a portal directly in their browser. There's nothing to sign up for, no password to remember, no app to install. Mobile and desktop both work out of the box.
- How do I request files from clients professionally?
- Create a checklist in Jotask with each item you need (file upload, short text, approval…), add an optional deadline, and hit send. Your client sees a clean, branded portal with your logo — not a Google Drive request or a chain of email attachments.
- Can I collect passwords and login credentials from clients safely?
- Yes. Jotask includes an encrypted credential item type. The client types the credentials into an AES-256 encrypted note that you can read exactly once. After that it's gone — no plain-text passwords sitting in a database or email thread.
- What happens if a client doesn't upload their files on time?
- Jotask sends automatic reminders at D+3, D+7, and D+14 with an escalating tone. If you set a project deadline, the request is automatically paused when the deadline passes — so your client sees clearly that work stops until they deliver.
- Can I collect files from clients for free?
- Yes. Jotask is fully open source (AGPL-3.0). You can self-host the entire platform on any VPS for free — same features, no limits. Hosted plans start at 12 €/month if you'd rather not manage a server.
- What types of files can clients upload?
- Any file type — images, PDFs, ZIP archives, videos, raw design files. You can also request short text, long-form copy, URLs, structured questionnaire answers, and approvals (checkbox confirmations) all in the same checklist.
- Is there a file collection tool for agencies with multiple team members?
- Yes. The Agency plan (29 €/month) supports up to 5 seats, unlimited active requests, 100 GB storage, and full white-labelling so every client portal shows your brand, not Jotask's.
Ready to stop chasing your clients?
Set up your first file request in under 2 minutes. Jotask handles the follow-ups — you get the files.