How KaryaDocs works

The same sequence the demo runs — five steps, matching how a case actually moves through a small service business.

Five connected steps: add a client, open a case, send a link, review, and complete
1

Pick your setup

Choose your business type — immigration, law, CA, insurance, loans — and your case types and checklists are pre-loaded for how that practice actually works. No blank-slate configuration on day one.

2

Add a client and open a case

The checklist for that case type auto-populates with exactly the documents needed — for every party on the case, not just the primary applicant.

3

Send one link

Your client gets a WhatsApp or email link. No login, no app install — built for how documents actually move in India today.

4

Client uploads, you review

Accept or reject with a reason — a rejected file prompts the client to re-upload, with the reason attached, instead of a confused follow-up message.

5

Track progress automatically

"6 of 9 collected," automatic reminders for what's missing, and a full history retained — no manual status check, ever.