Intake · Workflow Software

Secure client intake workflow software

Collect intake documents the structured way. Alkmist is secure document request and collection software for compliance and due diligence teams, with structured requests, encrypted sharing, and automated follow-up.

ISO 27001 certifiedGDPR compliantData stays in the EU8,000+ users in 62 countries

In one line

Intake for compliance and diligence work is a document problem with a compliance overlay. Alkmist makes the request the unit of work: each document tracked, collected through encrypted sharing, chased automatically, and logged.

Intake as a controlled workflow

Four capabilities that turn collection into a workflow.

Structured requests

Every document tracked

Each item is a request with an owner, a due date, and a status.

  • Reusable templates
  • One item per document
  • Import from a spreadsheet
Encrypted sharing

Secure by default

Controlled, encrypted uploads, screened on arrival.

  • Encryption in transit and at rest
  • Expiring uploads
  • File screening
Automated follow-up

Collection that chases itself

Reminders run automatically and escalate the overdue.

  • Behavioral cadence
  • Overdue escalation
  • Completed items stop
Controlled access

The right eyes only

Eight least-privilege roles and an immutable trail.

  • Eight roles
  • Least privilege
  • Immutable audit trail

Email and spreadsheets vs Alkmist

The same intake, run as software.

Collecting by email and spreadsheet

  • Tracked in a spreadsheet
  • Attachments
  • Manual reminders
  • All-or-nothing access
  • No trail

Alkmist intake software

  • Each document a request
  • Encrypted uploads
  • Automated follow-ups
  • Role-based access
  • Immutable trail

Built for compliance-driven intake

Where documents must be complete and secure.

ComplianceKYC & onboarding
Due diligenceInformation requests
AccountingIntake
AuditEvidence
EU
Data residency
8
Permission roles
ISO 27001
Certified
8,000+
Users on Alkmist

Frequently asked questions

What is secure client intake workflow software?
Software that requests specific documents, tracks which are outstanding, and chases them automatically through encrypted, screened collection, instead of email.
How does Alkmist handle intake?
Alkmist turns each document into a tracked request, collects it through encrypted, screened uploads, chases automatically, and controls access by role with an audit trail.
Is intake secure and compliant?
Yes. Encrypted, screened, role-based, ISO 27001 certified, GDPR compliant, and EU-hosted.
Can we control who sees collected documents?
Yes. Eight least-privilege roles mean each user sees only what their role allows, with every access logged.

See Alkmist in action

Secure your client intake workflow

See how Alkmist requests, collects, and secures intake documents with automated follow-up. Book a demo.